# Daryl Eckman

> Daryl Eckman is a fee-only financial advisor at Eckman Wealth Management in Phoenix, Arizona. Daryl focuses on tax planning and estate & legacy planning. Eckman Wealth Management reports charging a percentage of assets and fixed fees on its Form ADV.

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

## Facts

- **Firm:** Eckman Wealth Management
- **Based in:** Phoenix, Arizona
- **Fee model (firm's Form ADV):** Percentage of assets; Fixed fees
- **Fees (firm's website):** no asset minimum
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $73.9M across 605 accounts
- **Specialties:** Tax planning, Estate & legacy planning
- **CRD:** 1614453 (https://adviserinfo.sec.gov/individual/summary/1614453)
- **SEC registration:** Investment adviser representative in AZ, CA, CO, KS, MO, TX
- **Exams passed:** Series 63 (1987), Series 65 (2016)
- **Firm size:** 5 employees
- **Disclosures:** Reported; see the SEC record
- **Website:** https://www.eckmanwealth.com

## Frequently asked questions

### Is Daryl Eckman a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Daryl holds no broker registration, and Eckman Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Daryl charge for financial advice?

Daryl's firm, Eckman Wealth Management, reports charging a percentage of assets and fixed fees on its SEC Form ADV.

### How much does Daryl charge?

According to Eckman Wealth Management's website, checked October 30, 2026: no asset minimum.

### Where is Daryl Eckman based?

Daryl Eckman is based in Phoenix, Arizona.

### What does Daryl specialize in?

Daryl's specialties include tax planning and estate & legacy planning.

### Is Daryl Eckman registered with the SEC?

Yes. Daryl Eckman is registered as an investment adviser representative in AZ, CA, CO, KS, MO and TX (CRD 1614453), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.

### How much does Eckman Wealth Management manage?

Eckman Wealth Management reports $73.9M across 605 accounts in assets under management.

### How do I contact Daryl Eckman?

Through Daryl's website, www.eckmanwealth.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/1614453): 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.eckmanwealthmanagement.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.