Daryl Eckman
Eckman Wealth Management · Phoenix, Arizona
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.
Request an introduction to Daryl →
Specialties
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 |
| Assets under management | $73.9M across 605 accounts |
| SEC registration | Investment adviser representative in AZ, CA, CO, KS, MO, TX · CRD 1614453 |
| Exams passed | Series 63 (1987) · Series 65 (2016) |
| Firm size | 5 employees |
| Disclosures | Reported; see the SEC record |
| Website | www.eckmanwealth.com |
| Profile |
How Daryl's firm compares
- Eckman Wealth Management's average account is about $122,000, from its Form ADV (assets managed divided by 605 accounts).
Request an introduction to Daryl
Tell Daryl a little about what you're looking for. Daryl 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 Daryl
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.
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
- Eckman Wealth Management 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.