ZK
CFP
ZK
CFP

Zachary Amos Van Kirk

3 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningEstate Planning
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
13 advisors
Number of Clients
507 clients
Average Client Portfolio
$2.0M average
Assets Under Management
$1.0B

Fee Structure

Minimum Annual Fee:$5,000
Loading...

Location

640 Taylor Street, Suite 2200, Suite 2200, Fort Worth, TX, 76102

Get directions

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.

Learn about disclosures →
Employment History
Current Registrations
Wpwealth LLP
July 2022 - Present · 3 yrs 7 mos
State Registrations1 state
TX
Advisor
Exams
No exam information available for this advisor.