David Little
Eclectic Associates · Fullerton, California
David Little is a fee-only financial advisor at Eclectic Associates in Fullerton, California, who holds the CFP and CFA credentials. Eclectic Associates reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Eclectic Associates |
|---|---|
| Based in | Fullerton, California |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $1.47B across 4,290 accounts |
| Credentials | CFP · CFA |
| SEC registration | Investment adviser representative in TX · CRD 2465207 |
| Firm size | 17 employees |
| Disclosures | None reported |
| Website | www.eclecticassociates.com |
How David's firm compares
- Eclectic Associates's average account is about $343,000, from its Form ADV (assets managed divided by 4,290 accounts).
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Questions about David
Is David Little a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: David 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 David charge for financial advice?
David's firm, Eclectic Associates, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is David Little based?
David Little is based in Fullerton, California.
What credentials does David Little hold?
David Little holds the CFP and CFA credentials.
Is David Little registered with the SEC?
Yes. David Little is registered as an investment adviser representative in TX (CRD 2465207), 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 David Little?
Through David's website, www.eclecticassociates.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
- 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.
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