About ECKEL FINANCIAL ADVISORS
ECKEL FINANCIAL ADVISORS is a renowned financial advisory firm known for its expertise in managing and optimizing clients’ financial portfolios. With years of experience and a team of seasoned financial experts, the company has established a strong reputation in the industry. Unlike many other financial advisors, ECKEL FINANCIAL ADVISORS does not rely on flashy marketing tactics to attract clients. Instead, the firm’s success is based on its ability to deliver tangible results and build long-term relationships with its clients.
How Does the Advisor Help Clients – Key Takeaways
ECKEL FINANCIAL ADVISORS offers comprehensive financial planning and asset management services to individuals, families, and businesses. The firm’s primary goal is to help clients achieve their financial objectives, whether it’s saving for retirement, minimizing taxes, or growing their wealth. With a client-centered approach, ECKEL FINANCIAL ADVISORS creates custom-tailored solutions to fit each client’s unique needs and goals.
Facts and Insights
ECKEL FINANCIAL ADVISORS has successfully managed over $500 million in assets under management, leveraging its proven investment strategies and risk management techniques. The firm’s team of over 20 advisors has an average of 15 years of experience in the financial industry, bringing a wealth of knowledge and expertise to every client’s financial portfolio.
According to the latest data available from the SEC, ECKEL FINANCIAL ADVISORS has been in business for over 25 years, establishing itself as a stable and reliable partner for its clients. The firm has maintained a clean regulatory record, with no disciplinary actions or legal issues reported.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 20+ | 25+ years |
Financial Services Offered
- Comprehensive Financial Planning
- Investment Management
- Risk Management
- Estate Planning
- Tax Planning and Preparation
Client Types
ECKEL FINANCIAL ADVISORS works with a diverse clientele, including but not limited to:
- Individuals and families
- Small business owners
- Corporate executives
- High net-worth individuals
Fees & Compensation
ECKEL FINANCIAL ADVISORS has a transparent and straightforward fee structure, charging clients a percentage of their assets under management. This approach aligns the firm’s interests with its clients’ goals, as the more the assets grow, the more the firm earns. Clients also have the option to pay a flat fee for specific services, such as financial planning or tax preparation.
Background
ECKEL FINANCIAL ADVISORS was founded by John Eckel in 1995. Eckel has over 30 years of experience in the financial industry and is a certified financial planner (CFP®). He is also a member of top financial organizations such as the Financial Planning Association (FPA) and the National Association of Personal Financial Advisors (NAPFA). Under his leadership, the firm has grown to become one of the most reputable and successful financial advisory firms in the country.
Financial Advisor Disclosures to Know
As a registered investment advisor (RIA), ECKEL FINANCIAL ADVISORS is required to disclose any potential conflicts of interest and disciplinary actions. Below are some important disclosures to consider before working with the firm:
- ECKEL FINANCIAL ADVISORS is a fee-only firm, meaning it does not earn commissions or sell financial products. This eliminates potential conflicts of interest and ensures that the firm’s advice is solely based on the client’s best interests.
- ECKEL FINANCIAL ADVISORS may receive additional compensation from third parties, such as custodians or other service providers, for referring clients or using their services