Independent Financial Planning and
Investment Advice in Orange County and Los Angeles.

 
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At Eclectic Associates, we have been serving as financial guides to both families and individuals since 1984. Based in Fullerton, California, our Registered Investment Advisory firm provides financial planning and investment management throughout Orange County.

We believe that you are best served when your financial advice is objective and your fees are transparent. That is why we embrace our role as NAPFA-registered, fee-only financial advisors.

As fee-only advisors, we do not sell products and do not accept commissions or referral fees. What’s more, our RIA firm has a fiduciary responsibility to put your interests ahead of ours. Our responsibility is not limited to certain services or investment accounts, such as retirement plans. It applies to everything we do for you. Always.

We embrace our fee-only status because it enables us to serve as your financial advocate. Unburdened by conflicts of interest, we can provide unbiased advice meant only to help you reach your goals.

 
 
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Commission-free
advice

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No third-party
commissions

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Transparent
fee structure

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No product
sales

Fiduciary
responsibility

No referral
fees

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Your
interests first

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No conflicts
of interests

 
 
 

Services

 

Financial
Planning

Investment
Management

Retirement
Planning

 
 
 
 

Let’s Talk

Let’s see how we can help you achieve peace of mind about your money and future.
Schedule a quick 15-minute call to discuss your goals.