Rey Arellano is a CFP-designated registered investment advisor at Zenith Financial Planning INC, based in Lenexa, KS, with 11 years of industry experience. Rey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 30 clients with $25M 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 $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.55% |
| $10M+ | 0.40% |
Certain legacy clients and family members of Zenith Financial Planning associates may pay different fees on alternate billing cycles. Fees are negotiable and customizable to the needs of the client.
Fee Estimator
Location
Lenexa, KS
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Zenith Financial Planning INC
Previous Registrations
Keen Wealth Advisors
Petrovic Weaver Financial Services
Waddell & Reed
Waddell & ReedBroker
State Registrations4 states
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