Zero Gravity Financial (ZGF) offers ongoing financial planning, hourly financial planning, and investment management. Financial planning covers areas like business planning, cash flow, college savings, estate planning, insurance, investments, retirement, risk management, and tax planning. Investment management is offered at no additional cost to ongoing financial planning clients.
Assets Under Management$29M
Clients26
Advisors1
Avg. per Client$1.1M
Avg. per Advisor$29M
Fee Structure
Planning is included in investment management (also available separately)
Investment management is offered at no additional cost to clients who engage in ongoing financial planning. There are no separate fees for managing your investments if you are a financial planning client.
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