Allison Ecklund is a CFP-designated registered investment advisor at Zestiny Wealth, based in Denver, CO, with 7 years of industry experience. Allison operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Education Planning, Estate Planning, and 5 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.95% |
| $1.0M - $3.0M | 0.85% |
| $3.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.55% |
| $10M+ | 0.35% |
Fees are negotiable. Accounts of members of the same household may be aggregated.
Fee Estimator
Contact
Allison Ecklund
Location
Denver, CO
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Allison is the founder and 100% owner of Avec Abundance, LLC, where she provides tax accounting services to individuals and businesses. This activity takes about a quarter of Allison's time and may create a conflict of interest, which is mitigated by clients not being required to use her tax services.
Employment History
Current Registrations
Zestiny Wealth
Previous Registrations
Captrust
Buckingham Strategic Wealth, LLC
State Registrations2 states
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
Additional Information
Ally Ecklund, CPA, CFP®, CPWA®, is the founder of Zestiny Wealth and has over 15 years experience with clients. She specializes in working with high-achieving women, business owners, and multi-generational families to help them grow, protect, and enjoy their wealth.