# James Moore

> James Moore is a fee-only financial advisor at Eclectic Associates, Inc. in Fullerton, California, who holds the CFP, CFA and BS credentials. Eclectic Associates, Inc. reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/james-moore/
Built from public directory listings; last checked April 21, 2026.

## Facts

- **Firm:** Eclectic Associates, Inc.
- **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, CFA, BS, BA, MBA
- **CRD:** 6652719 (https://adviserinfo.sec.gov/individual/summary/6652719)
- **SEC registration:** Investment adviser representative in CA, TX
- **Firm size:** 17 employees
- **Disclosures:** None reported
- **Website:** https://eclecticassociates.com/napfa-fee-only

## Frequently asked questions

### Is James Moore a fee-only financial advisor?

Yes. James Moore is listed in the NAPFA directory (NAPFA admits only fee-only advisors). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by James's firm.

### How does James charge for financial advice?

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

### Where is James Moore based?

James Moore is based in Fullerton, California.

### What credentials does James Moore hold?

James Moore holds the CFP, CFA, BS, BA and MBA credentials.

### Is James Moore registered with the SEC?

Yes. James Moore is registered as an investment adviser representative in CA and TX (CRD 6652719), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.

### How much does Eclectic Associates, Inc. manage?

Eclectic Associates, Inc. reports $1.47B across 4,290 accounts in assets under management.

### How do I contact James Moore?

Through James's website, eclecticassociates.com/napfa-fee-only.

## Sources

- NAPFA directory listing (https://www.napfa.org/find-an-advisor/firm/1196): NAPFA admits only fee-only advisors
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 27, 2026

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