ZZ Planning LLC provides financial planning and investment management services. Financial planning covers areas like business planning, cash flow, college savings, estate planning, insurance, investments, retirement, risk management, and tax strategies. These services are offered through ongoing or project-based engagements. Investment management involves creating and managing portfolios based on a client's goals and risk tolerance, primarily using stocks, bonds, mutual funds, and ETFs.
Assets Under Management$0
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$0
Fee Structure
Planning is included in investment management
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.
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