Firm
Eckman Wealth Management
Phoenix, Arizona
Fee-only
Eckman Wealth Management at a glance
- One of 212 fee-only firms based in Arizona in the Wellspent graph.
- 5 advisors are listed here.
- Its Form ADV reports 5 employees and 286 individual clients.
- Its average account is about $122,000 (assets it manages divided by its 605 accounts).
- Its website says it's taking new clients.
Fee-only advisors in Arizona · What fee-only advisors charge in Arizona
Facts
| Based in | Phoenix, Arizona |
|---|---|
| Website | eckmanwealth.com |
| [email protected] | |
| Phone | (888) 545-4746 |
Eckman Wealth Management fees
What the firm's own website says it charges, checked October 30, 2026. We keep a price only when the exact words stating it appear on the page.
| Account minimum | None |
|---|
In the firm's words
"We have never had & never will have minimums." source
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets · Fixed fees |
|---|---|
| Assets managed | $74 million |
| Individual clients | 286 |
| Accounts managed | 605 |
| Employees | 5 |
| Planning clients | 51-100 |
| Financial planning | Offered |
| Form ADV filed | July 14, 2026 |
| SEC record | CRD 159934 |