Zachary Holly is a CFP-designated registered investment advisor at Osaic Wealth, INC., based in Phoenix, AZ, with 11 years of industry experience. Zachary operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Investment Management, and 1 more. Their firm serves 574,829 clients with $200B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Osaic Wealth offers investment management through several platforms, including Advisor Managed Portfolios, Unified Managed Accounts, and Signator Managed Account Platform. Fees are negotiable and based on a percentage of the assets in your account. The fees cover advisory services, custodial services, and in some cases, transaction costs. Mutual funds and ETFs within these accounts have their own internal fees. Some programs have wrap accounts where all costs are bundled into one fee.
Location
1300 E. Missouri Avenue, Suite 230, Phoenix, AZ, 85014
Get directionsHistory
Regulatory History (1)
Criminal
February 2006Other Business Activities
Zachary operates his LPL business under the DBA OneAZ Wealth Management and also has a financial institution duty with OneAZ Credit Union. These investment-related activities take nearly full-time hours.
Employment History
Current Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Previous Registrations
LPL Financial LLC
LPL Financial LLCBroker
Financial Engines Advisors L.L.C.
Edward Jones
Edward JonesBroker
MML Distributors, LLCBroker
MML Investors Services, LLCBroker
State Registrations4 states
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.