Zealth Planning is a financial planning firm that provides advice to individuals. Zealth is a fee-only firm, meaning it only gets paid by its clients for its services. Zealth can recommend other professionals like attorneys or accountants, but clients aren't required to use them. Zealth offers ongoing financial planning services, working with clients to develop and implement a financial plan, monitor it, and update it as needed.
Assets Under ManagementN/A
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Zealth Planning offers ongoing financial planning for a recurring monthly fee, ranging from $10 to $100. The fee depends on the client's needs, complexity, time, research, and resources required.
Annual Retainer:$120 - $1,200/year
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