Eckman Wealth Management, LLC logo

Eckman Wealth Management, LLC

Updated today

Client assets under management

$73,873,980

Clients

286

0% high-net worth

Advisors

5

of 5 employees

Firm type

Team

4-10 advisors or $500M+ in AUM

Clients per advisor

57

Typical

Average account size

$258,301

About

Eckman Wealth Management advises individual and high‑net‑worth clients, as well as charitable organizations and estates, providing discretionary investment management and financial planning services. The firm also facilitates estate‑planning services, offers tax‑planning and tax‑return preparation through an affiliated tax practice, and sells insurance products that clients may choose to use or source elsewhere.

The firm follows a top‑down investment approach that emphasizes asset allocation as the primary driver of long‑term returns and implements portfolios mainly with exchange‑traded funds supplemented by individual securities, mutual funds, variable annuities and precious metals. Portfolios are managed on a primarily discretionary, low‑turnover, long‑term basis with quarterly monitoring, typical annual rebalancing, and the ability to adopt a defensive cash posture under extreme market conditions.

Distinctive features include direct coordination of estate planning via an online platform and a relationship with a law firm, plus in‑house access to tax preparation through an affiliated enrolled‑agent practice — arrangements that clients are free to decline but that can create potential conflicts of interest. The brochure discloses prior state regulatory orders (2015–2016) related to supervisory deficiencies and notes the firm does not carry professional liability (errors‑and‑omissions) insurance.

Client services

Financial planning Portfolio management

Expertise

General retirement planning General tax planning

Fee options

Fixed

Estate planning fees determined by complexity and service option; fees due at beginning of engagement.

Percentage

$0 - $1,000,000: 1.35% annually $1,000,000+: 1.15% annually

Commissions

Commissions from sale of insurance products received by principal and IARs.

Other

Account minimum: $100,000

Main office location

Eckman Wealth Management, LLC

Phoenix AZ, United States

Number of offices

4

Most active in

Arizona · California · Colorado · Florida · Kansas · Missouri · New York · Texas · Washington

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Logan C

Series 65

Phoenix, AZ

Eckman Wealth Management, LLC

Logan Colwell is a financial advisor at Eckman Wealth Management, LLC in Phoenix, AZ, holding a Series 65 credential and beginning his advisory career in 2026. Prior to joining Eckman Wealth Management, he held roles in construction management and served with the United States Secret Service. Outside of financial advising, he co-owns and directs construction operations at Flaming Rooster Firestop Corporation and also provides tax preparation services through a separate business. Eckman Wealth Management serves individual and high-net-worth clients with discretionary portfolio management and integrated financial planning, employing a top-down investment approach focused on asset allocation and long-term positioning. The firm offers additional consulting services, estate planning coordination, and tax-return preparation through an affiliated practice.

General retirement planning General tax planning
user avatar

Clinton C

Series 65

Phoenix, AZ

Eckman Wealth Management, LLC

Clinton Carpenter is a financial advisor at Eckman Wealth Management, LLC in Seattle, WA, holding a Series 65 designation with 10 years of industry experience. He has been with Eckman Wealth Management since 2011. Outside of his advisory role, he operates a tax return preparation business through CLC Tax, LLC. Eckman Wealth Management is a fee-based registered investment adviser serving individual and high-net-worth clients with discretionary portfolio management and integrated financial planning. The firm employs a top-down investment approach focused on asset allocation, primarily using ETFs alongside individual securities and mutual funds, with typically low turnover and quarterly monitoring.

General retirement planning General tax planning
user avatar

Kristofer V

Series 65

Phoenix, AZ

Eckman Wealth Management, LLC

Kristofer Venezia is a financial advisor at Eckman Wealth Management, LLC with six years of industry experience. He holds a Series 65 designation and has a background that includes roles in media and broadcasting, such as hosting and producing podcasts for WNYC and freelance writing. Outside of advising, he is active as a freelance writer and podcast producer and occasionally serves as a per diem host for WNYC programming. Eckman Wealth Management is a fee-based registered investment adviser serving individual and high-net-worth clients with discretionary portfolio management and integrated financial planning. The firm employs a top-down investment approach focused on asset allocation, primarily using ETFs alongside individual securities and mutual funds, with a generally low-turnover, long-term strategy.

General retirement planning General tax planning
user avatar

Sasha A

Series 65

San Diego, CA

Eckman Wealth Management, LLC

Sasha Antman is a financial advisor at Eckman Wealth Management, LLC with six years of industry experience. He holds a Series 65 designation and has worked at firms including Thrive Portfolios and SimplyRich. Outside of his advisory role, Mr. Antman serves as a housing tester with the CSA San Diego County nonprofit and acts as an arbitrator for FINRA. Eckman Wealth Management is a fee-based registered investment adviser serving individual and high-net-worth clients with discretionary portfolio management and integrated financial planning. The firm emphasizes a top-down investment approach focused on asset allocation, primarily using ETFs alongside individual securities and mutual funds, and maintains a generally low turnover, long-term investment strategy.

General retirement planning General tax planning
user avatar

Daryl E

Series 63, Series 65

Phoenix, AZ

Eckman Wealth Management, LLC

Daryl Eckman is a financial advisor with Eckman Wealth Management, LLC in Phoenix, AZ, holding Series 63 and Series 65 licenses and totaling 39 years of industry experience. He has worked at Eckman Wealth Management since 2012, with prior roles including a 12-year tenure at Purshe Kaplan Sterling Investments and three years at First Choice Wealth Management. Outside of his advisory role, he is involved in the sale of fixed insurance products and manages a small farm land rental. Eckman Wealth Management is a fee-based registered investment adviser serving individual and high-net-worth clients with discretionary portfolio management and integrated financial planning. The firm employs a top-down investment approach focused on asset allocation, primarily using ETFs along with some individual securities and mutual funds, and maintains a low-turnover, long-term investment posture.

General retirement planning General tax planning
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