Zachary Reyes is a CFP-designated registered investment advisor at Circadia Financial Planning, based in Rotan, TX, with 6 years of industry experience. Zachary operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Corporate Executives, Education Planning, Estate Planning, and 4 more. Their firm serves 8 clients with $29M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 0.95% |
| $500K+ | 0.55% |
Minimum annual Investment Management fee: $3,000 (household-level).
Fee Estimator
Contact
Zachary Reyes
Location
113 N. Garfield Ave., Rotan, TX, 79546
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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 →Employment History
Current Registrations
Circadia Financial Planning
Previous Registrations
Clintsman Financial Planning
State Registrations1 state
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