Zachary Zager
Zachary Zager is a registered investment advisor at Triad Wealth Partners, LLC, based in Lawrence, KS, with 10 years of industry experience. Zachary 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, Investment Management, and 2 more. Their firm serves 1,380 clients with $420M in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Triad Wealth charges a negotiable hourly or flat fee for financial planning and consulting services. The specific rate depends on the complexity, time, research, and resources required. Fees are typically invoiced quarterly or monthly in arrears.
Location
730 New Hampshire St., Unit 222, Lawrence, KS, 66044
Get directionsHistory
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 ActivitiesSells Insurance
Zachary owns Lakeview Retirement Planning, where he sells life insurance and annuity policies, dedicating about half his time to this activity, and nearly full-time during trading hours. He is also a partial owner of Southern Draw, a cigar sales business, but spends minimal time on it.
Employment History
Current Registrations
Triad Wealth Partners, LLC
Previous Registrations
Foundations Investment Advisors LLC
Ae Wealth Management, LLC
Centennial Wealth Advisory, LLC
State Registrations1 state
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.