Ally Ecklund
Zestiny Wealth · Denver, Colorado
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.
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Specialties
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 |
| Assets under management | $21.1M across 75 accounts |
| Credentials | CFP · CPA · CPWA |
| SEC registration | Investment adviser representative in CO, IL, TX · CRD 6818814 |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | zestinywealth.com |
| Profile |
How Ally's firm compares
- Zestiny Wealth's average account is about $281,000, from its Form ADV (assets managed divided by 75 accounts).
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Questions about Ally
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- XY Planning Network directory listing : XYPN members are fee-only
- Zestiny Wealth website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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