Zachary Zwillinger is a CFP-designated registered investment advisor at Zz Planning LLC, based in New York, NY. Zachary operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Investment management is included at no additional fee for clients who participate in ZZ Planning LLC's ongoing financial planning services. There is no separate fee for investment management if you are already paying for the ongoing financial planning.
Location
New York, NY
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Zz Planning LLC
State Registrations1 state
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