Zachary Rodriguez is a registered investment advisor at Outlive Financial Planning LLC, based in San Diego, CA. Zachary operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $3.0M | 1.00% |
| $3M+ | 0.50% |
Fees are negotiable.
Fee Estimator
Location
San Diego, CA
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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 →Other Business Activities
Zachary works as the Assistant Operations Officer at Tactical Control Squadron 11 (TACRON-11) for the U.S. Navy, managing operational tasks within the squadron. This activity takes up approximately 55% of Zachary's time.
Employment History
Current Registrations
Outlive Financial Planning LLC
State Registrations2 states
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.