Kristofer Venezia
Eckman Wealth Management · Long Island City, New York
Kristofer Venezia is a fee-only financial advisor at Eckman Wealth Management in Long Island City, New York. Kristofer focuses on tax planning and estate & legacy planning. Eckman Wealth Management reports charging a percentage of assets and fixed fees on its Form ADV.
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Specialties
Facts
| Firm | Eckman Wealth Management |
|---|---|
| Based in | Long Island City, New York |
| 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, NY · CRD 7087672 |
| Exams passed | Series 65 (2019) |
| Firm size | 5 employees |
| Disclosures | None reported |
| Website | www.eckmanwealth.com |
How Kristofer's firm compares
- Eckman Wealth Management's average account is about $122,000, from its Form ADV (assets managed divided by 605 accounts).
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Questions about Kristofer
Is Kristofer Venezia a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Kristofer 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 Kristofer charge for financial advice?
Kristofer's firm, Eckman Wealth Management, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
How much does Kristofer charge?
According to Eckman Wealth Management's website, checked October 30, 2026: no asset minimum.
Where is Kristofer Venezia based?
Kristofer Venezia is based in Long Island City, New York.
What does Kristofer specialize in?
Kristofer's specialties include tax planning and estate & legacy planning.
Is Kristofer Venezia registered with the SEC?
Yes. Kristofer Venezia is registered as an investment adviser representative in AZ and NY (CRD 7087672), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Eckman Wealth Management manage?
Eckman Wealth Management reports $73.9M across 605 accounts in assets under management.
How do I contact Kristofer Venezia?
Through Kristofer'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.
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