Aimee Calderon
Eclectic Associates · Fullerton, California
Aimee Calderon is a fee-only financial advisor at Eclectic Associates in Fullerton, California, who holds the CFP credential. Eclectic Associates reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Eclectic Associates |
|---|---|
| Based in | Fullerton, California |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $1.47B across 4,290 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CA, TX · CRD 4721423 |
| Firm size | 17 employees |
| Disclosures | None reported |
| Website | www.eclecticassociates.com |
How Aimee's firm compares
- Eclectic Associates's average account is about $343,000, from its Form ADV (assets managed divided by 4,290 accounts).
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Questions about Aimee
Is Aimee Calderon a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Aimee holds no broker registration, and Eclectic Associates reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Aimee charge for financial advice?
Aimee's firm, Eclectic Associates, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Aimee Calderon based?
Aimee Calderon is based in Fullerton, California.
What credentials does Aimee Calderon hold?
Aimee Calderon holds the CFP credential.
Is Aimee Calderon registered with the SEC?
Yes. Aimee Calderon is registered as an investment adviser representative in CA and TX (CRD 4721423), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Eclectic Associates manage?
Eclectic Associates reports $1.47B across 4,290 accounts in assets under management.
How do I contact Aimee Calderon?
Through Aimee's website, www.eclecticassociates.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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