Richard Valenzi is a registered investment advisor at Financial Zen, based in San Francisco, CA, with 17 years of industry experience. Richard operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Gen X, and 6 more. Their firm serves 76 clients with $94M in assets under management.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
2 advisors
Number of Clients
76 clients
Average Client Portfolio
$1.2M average
Assets Under Management
$93.7M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.25% |
Annual advisory fee ranges from 0.25% to 0.50%.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Contact
Richard Valenzi
Location
600 California Street, 11th Floor, San Francisco, CA, 94108
Get directionsHistory
Regulatory History (1)
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Criminal
August 1995Final Disposition
Employment History
Current Registrations
Financial Zen
April 2016 - Present · 10 yrs 1 mo
Previous Registrations
Wells Fargo Advisors, LLC
November 2008 - May 2016 · 7 yrs 6 mos
Wells Fargo Advisors, LLCBroker
November 2008 - May 2016 · 7 yrs 6 mos
State Registrations2 states
CATX
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.
Additional Information
We help young families conquer financial complexity.
Contact
Richard Valenzi