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Duane Eckelberg

16 Years of Experience
Phoenix, AZ

Duane Eckelberg is a registered investment advisor at Eckelberg Financial, INC., based in Phoenix, AZ, with 16 years of industry experience. Duane operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Retirement Planning, Tax Planning.

Compensation
Fixed/Hourly
Firm Size
1 advisor
IM Fee
Planning only

Fee Structure

Eckelberg Financial provides financial planning and advisory services on an hourly basis at a rate of $250 per hour. This fee is negotiable. New clients will meet with Eckelberg for an initial consultation that will generally take up to 90 minutes.

Hourly Rate:$250/hr
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Location

Phoenix, AZ

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Duane is the president of Eckelberg & Wienshienk, PC, a certified public accounting firm, since 1996. He dedicates nearly full-time hours to client service and management.

Employment History
Current Registrations
Eckelberg Financial, INC.
January 2020 - Present · 6 yrs 4 mos
Previous Registrations
Clarity Financial Planning, P.C.
July 2007 - December 2008 · 1 yr 5 mos
Cetera Investment Advisers LLC
February 2007 - November 2017 · 10 yrs 9 mos
State Registrations1 state
AZ
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.