# Ally Ecklund

> Ally Ecklund is a fee-only financial advisor at Zestiny Wealth in Denver, Colorado, who holds the CFP, CPA and CPWA credentials. Ally charges a percentage of assets and hourly fees (no asset minimum) and focuses on estate & legacy planning, tax planning and retirement planning.

Page: https://find.wellspent.co/advisors/ally-ecklund/
Built from public directory listings; last checked April 21, 2026.

## Facts

- **Firm:** Zestiny Wealth
- **Based in:** Denver, Colorado
- **Fee model:** Percentage of assets; Hourly
- **Fees (firm's website):** no asset minimum
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $21.1M across 75 accounts
- **Credentials:** CFP, CPA, CPWA
- **Specialties:** Estate & legacy planning, Tax planning, Retirement planning
- **CRD:** 6818814 (https://adviserinfo.sec.gov/individual/summary/6818814)
- **SEC registration:** Investment adviser representative in CO, IL, TX
- **Firm size:** 1 employee
- **Disclosures:** None reported
- **Website:** http://zestinywealth.com

## Frequently asked questions

### Is Ally Ecklund a fee-only financial advisor?

Yes. Ally Ecklund is listed in the NAPFA directory (NAPFA admits only fee-only advisors) and the XY Planning Network directory (XYPN members are fee-only). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Ally's firm.

### How does Ally charge for financial advice?

Ally charges a percentage of assets and hourly fees.

### How much does Ally charge?

According to Zestiny Wealth's website, checked October 28, 2026: no asset minimum.

### Where is Ally Ecklund based?

Ally Ecklund is based in Denver, Colorado.

### What does Ally specialize in?

Ally's specialties include estate & legacy planning, tax planning and retirement planning.

### What credentials does Ally Ecklund hold?

Ally Ecklund holds the CFP, CPA and CPWA credentials.

### Is Ally Ecklund registered with the SEC?

Yes. Ally Ecklund is registered as an investment adviser representative in CO, IL and TX (CRD 6818814), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.

### How much does Zestiny Wealth manage?

Zestiny Wealth reports $21.1M across 75 accounts in assets under management.

### How do I contact Ally Ecklund?

Through Ally's website, zestinywealth.com.

## Sources

- NAPFA directory listing (https://www.napfa.org/find-an-advisor/firm/52242): NAPFA admits only fee-only advisors
- XY Planning Network directory listing: XYPN members are fee-only
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 27, 2026
- The firm's website (https://zestinywealth.com/): specialties, clients served, and fees, checked October 28, 2026

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