ZC
CFP
ZC
CFP

Zachary Adam Cravez

2 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & Coaching
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
7 advisors
Number of Clients
243 clients
Average Client Portfolio
$1.6M average
Assets Under Management
$379.3M

Fee Structure

Minimum Annual Fee:$5,000
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Location

111 West Wesley Street, Suite 1, Wheaton, IL, 60187

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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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Employment History
Current Registrations
Edge Financial Advisors, LLC
July 2023 - Present · 2 yrs 7 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
February 2023 - April 2023 · 2 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
November 2022 - April 2023 · 5 mos
State Registrations1 state
IL
Advisor
Exams
No exam information available for this advisor.
Zachary Adam Cravez - Financial Advisor | TrueAdvisor