# Alexander Goldberg

> Alexander Goldberg is a fee-only financial advisor at McIlrath | Eck in Anaheim, California, who holds the CFP credential. Alexander charges a percentage of assets, hourly fees and a one-time planning fee (one-time plans from $450 and $400 an hour) and focuses on retirement planning and estate & legacy planning.

Page: https://find.wellspent.co/advisors/alexander-goldberg/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** McIlrath | Eck
- **Based in:** Anaheim, California
- **Fee model:** Percentage of assets; Hourly; One-time planning fee
- **Fees (firm's website):** one-time plans from $450; $400 an hour
- **Assets under management (firm):** $1.36B across 4,037 accounts
- **Credentials:** CFP
- **Specialties:** Retirement planning, Estate & legacy planning
- **CRD:** 5677337 (https://adviserinfo.sec.gov/individual/summary/5677337)
- **SEC registration:** Investment adviser representative in CA
- **Exams passed:** Series 63 (2011)
- **Firm size:** 19 employees
- **Disclosures:** None reported
- **Website:** https://www.mcilratheck.com

## Frequently asked questions

### Is Alexander Goldberg a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Alexander holds no broker registration, and McIlrath | Eck reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Alexander charge for financial advice?

Alexander charges a percentage of assets, hourly fees and a one-time planning fee.

### How much does Alexander charge?

According to McIlrath | Eck's website, checked October 30, 2026: one-time plans from $450; $400 an hour.

### Where is Alexander Goldberg based?

Alexander Goldberg is based in Anaheim, California.

### What does Alexander specialize in?

Alexander's specialties include retirement planning and estate & legacy planning.

### What credentials does Alexander Goldberg hold?

Alexander Goldberg holds the CFP credential.

### Is Alexander Goldberg registered with the SEC?

Yes. Alexander Goldberg is registered as an investment adviser representative in CA (CRD 5677337), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does McIlrath | Eck manage?

McIlrath | Eck reports $1.36B across 4,037 accounts in assets under management.

### How do I contact Alexander Goldberg?

Through Alexander's website, www.mcilratheck.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/5677337): 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 and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://www.mcilratheck.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.