Zealth Planning is a registered investment advisor based in Ontario, California, founded in 2025. Zealth Planning focuses exclusively on providing ongoing financial planning services to individuals rather than managing investment portfolios directly. The firm operates on a fee-only basis, meaning compensation comes solely from client fees without commissions or product sales. Zealth Planning's services cover business planning, cash flow and debt management, college savings, employee benefits optimization, estate planning, financial goals, insurance reviews, investment analysis, retirement planning, risk management, and tax planning strategies. Gabriel Shahin serves as the Chief Executive Officer and Chief Compliance Officer.
Fee Structure
Zealth Planning charges a recurring fixed fee for ongoing financial planning services, paid monthly in advance. The fee ranges from $10 to $100 per month, depending on factors such as specific client needs, complexity, estimated time, research, and resources required.