# Carl Lachman

> Carl Lachman 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.

Page: https://find.wellspent.co/advisors/carl-lachman/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** Eclectic Associates
- **Based in:** Fullerton, California
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $1.47B across 4,290 accounts
- **Credentials:** CFP
- **CRD:** 4812617 (https://adviserinfo.sec.gov/individual/summary/4812617)
- **SEC registration:** Investment adviser representative in CA, TX
- **Exams passed:** Series 65 (2004)
- **Firm size:** 17 employees
- **Disclosures:** None reported
- **Website:** http://www.eclecticassociates.com

## Frequently asked questions

### Is Carl Lachman a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Carl 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 Carl charge for financial advice?

Carl's firm, Eclectic Associates, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Carl Lachman based?

Carl Lachman is based in Fullerton, California.

### What credentials does Carl Lachman hold?

Carl Lachman holds the CFP credential.

### Is Carl Lachman registered with the SEC?

Yes. Carl Lachman is registered as an investment adviser representative in CA and TX (CRD 4812617), 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 Carl Lachman?

Through Carl's website, www.eclecticassociates.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/4812617): 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

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