Stephanie Zachary
Stephanie Zachary is a registered investment advisor at Zachary Financial Consultants LLC, based in Palm Beach Gardens, FL, with 1 years of industry experience. Stephanie operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Retirement Planning, Tax Planning.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Zachary Financial Consultants does not charge a fee for investment services. Instead, they connect you with a wealth manager who manages your investments. The wealth manager charges 1% per year for accounts under $5 million. This fee may be lower for larger accounts. Zachary Financial Consultants receives 30% of the wealth manager's fee.
Location
11360 N. Jog Rd. Ste 102, Palm Beach Gardens, FL, 33418
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Zachary Financial Consultants LLC
State Registrations2 states
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