Zen Financial Planning provides wealth management through its Zen Advisory Program (ZAP), combining financial planning and investment management. They also offer hourly or project-based financial planning for specific needs. Additionally, ZenFP provides services to qualified retirement plans as a 3(21) advisor, assisting plan sponsors with investment decisions.
Assets Under Management$13M
Clients21
Advisors1
Avg. per Client$620K
Avg. per Advisor$13M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $4.0M | 0.90% |
| $4.0M - $7.5M | 0.80% |
| $7.5M+ | 0.65% |
Annual fee is negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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