ZS
ZS

Zachary T Steinhandler

8 Years of Experience
Sells Insurance
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & CoachingInsurance PlanningHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
17 advisors
Number of Clients
1,146 clients
Average Client Portfolio
$258K average
Assets Under Management
$296.1M

Fee Structure

Financial Planning:Included in AUM fee
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Location

4509 Maplecrest Road, Fort Wayne, IN, 46835

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History

Regulatory History
Clean regulatory record

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.

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Other Business ActivitiesSells Insurance

Zachary owns Steinhandler Wealth Advisors, providing investment advisory services, and dedicates about half his time to it. He also owns Steinhandler Insurance Group, where he works as an independent insurance agent specializing in annuity and life insurance, also dedicating about half his time to this activity.

Employment History
Current Registrations
Maripau Wealth Management LLC
January 2022 - Present · 4 yrs 1 mo
Previous Registrations
Retirement Wealth Advisors, LLC
February 2017 - January 2022 · 4 yrs 11 mos
State Registrations1 state
IL
Advisor
Exams
No exam information available for this advisor.
Zachary T Steinhandler - Financial Advisor | TrueAdvisor