ECLECTIC ASSOCIATES, INC.
SEC RegisteredClarity for Today. Confidence for Tomorrow.
About the firm
Founded in 1984 by Bill Camp, Eclectic Associates is a fee-only, fiduciary Registered Investment Advisor based in Fullerton, California, serving families and individuals throughout Orange County and Los Angeles. The firm provides comprehensive financial planning and investment management, never accepting commissions or outside compensation.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Comprehensive financial planning and investment management, including retirement planning, cash flow analysis, tax strategies, company retirement plans, insurance evaluation (life and long-term care), debt management, Social Security optimization, education funding, health insurance guidelines, Medicare evaluation, estate planning, and charitable giving.
Who they serve
Families and individuals, including pre-retirees, retirees, investors seeking a second opinion, business owners planning an exit, professionals changing jobs, those receiving a windfall, and widows and widowers.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 797 | $318M |
| High Net Worth Individuals | 410 | $1.1B |
| State/Municipal Entities | 15 | — |
6 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
11 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| First $1,000,000 | 1.00% |
| Next $2,000,000 | 0.75% |
| Next $2,000,000 | 0.50% |
| Amounts above $5,000,000 | 0.35% |
Data as of April 3, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. ECLECTIC ASSOCIATES, INC. has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
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