Alexander Goldberg
McIlrath | Eck · Anaheim, California
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.
Request an introduction to Alexander →
Specialties
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 | $1.36B across 4,037 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CA · CRD 5677337 |
| Exams passed | Series 63 (2011) |
| Firm size | 19 employees |
| Disclosures | None reported |
| Website | www.mcilratheck.com |
How Alexander's firm compares
- A one-time plan starts at $450, below the California median of $2,500 for fee-only firms that publish prices.
- The hourly rate is $400, above the California median of $300 for fee-only firms that publish prices.
- McIlrath | Eck's average account is about $338,000, from its Form ADV (assets managed divided by 4,037 accounts).
Request an introduction to Alexander
Tell Alexander a little about what you're looking for. Alexander isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Alexander
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.
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
- McIlrath | Eck website : specialties, clients served, and fees, checked October 30, 2026
- 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.
See something wrong? Request a correction. Read our methodology.