Travis McShane
Eclectic Associates · Fullerton, California
Travis McShane 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 CA, TX · CRD 6177489 |
| Firm size | 17 employees |
| Disclosures | None reported |
| Website | www.eclecticassociates.com |
How Travis'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 Travis
Is Travis McShane a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Travis 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 Travis charge for financial advice?
Travis's firm, Eclectic Associates, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Travis McShane based?
Travis McShane is based in Fullerton, California.
What credentials does Travis McShane hold?
Travis McShane holds the CFP and CFA credentials.
Is Travis McShane registered with the SEC?
Yes. Travis McShane is registered as an investment adviser representative in CA and TX (CRD 6177489), 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 Travis McShane?
Through Travis'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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