Zachary Kountz
Zachary Kountz is a CFP-designated registered investment advisor at Swisher Financial Concepts, INC., based in Westerville, OH, with 9 years of industry experience. Their practice areas include Business Owners, Financial Planning & Coaching, Insurance Planning, Investment Management, and 2 more. Their firm serves 640 clients with $320M 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 | 1.00% |
| $500K - $2.0M | 0.80% |
| $2.0M - $5.0M | 0.60% |
| $5M+ | 0.40% |
Annual fees are negotiable and are pro-rated and paid in arrears quarterly or semi-annually.
Fee Estimator
Location
612 Office Parkway, Suite B, Westerville, OH, 43082
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 sells life, health, accident, and disability insurance, dedicating a few hours per week to this activity.
Employment History
Current Registrations
Swisher Financial Concepts, INC.
Previous Registrations
The O.N. Equity Sales CompanyBroker
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.
Exams
More Advisors
- Michael Henn, CFPSwisher Financial Concepts, INC.
- Martin Jerwers, CFP, ChFCFifth Third Securities, INC.
- Tamara Colvin, CFP
- Joseph Mathias, ChFCLPL Financial LLC
- Michael Holly, CFPHarding Financial Group
- Allen Weaver, CFPElevation Financial Partners, LLC