Zachary Ziegler is a CFP-designated registered investment advisor at Blankinship & Foster, LLC, based in Solana Beach, CA, with 3 years of industry experience. Zachary operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 290 clients with $940M 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 $1.0M | 1.00% |
| $1.0M - $3.0M | 0.75% |
| $3.0M - $5.0M | 0.60% |
| $5M+ | 0.40% |
Accounts under $1,000,000 are subject to a minimum annual fee of $10,000. Fees are negotiable.
Fee Estimator
Location
420 Stevens Avenue, Suite 250, Solana Beach, CA, 92075
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 →Employment History
Current Registrations
Blankinship & Foster, LLC
Previous Registrations
Northwestern Mutual Investment Services, LLCBroker
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
- Stefan Prvanov, CFPBlankinship & Foster, LLC
- Teresa Kakadelas, CFPBlankinship & Foster, LLC
- Frederick Brooks, CFA, CFPBlankinship & Foster, LLC
- Laura Mertz, CFPBlankinship & Foster, LLC
- Maria Wells, CFABlankinship & Foster, LLC
- Meaghan Hemmings, CFPBlankinship & Foster, LLC