James Moore
Eclectic Associates, Inc. · Fullerton, California
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.
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Facts
| Firm | Eclectic Associates, Inc. |
|---|---|
| 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 · BS · BA · MBA |
| SEC registration | Investment adviser representative in CA, TX · CRD 6652719 |
| Firm size | 17 employees |
| Disclosures | None reported |
| Website | eclecticassociates.com/napfa-fee-only |
| Profile |
How James's firm compares
- Eclectic Associates, Inc.'s average account is about $343,000, from its Form ADV (assets managed divided by 4,290 accounts).
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Questions about James
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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