Updated:Jun 3, 2026

ZEN FINANCIAL PLANNING, LLC

ZEN FINANCIAL PLANNING, LLC is an SEC-registered investment adviser in ANDOVER, MA. The firm manages approximately $13 million in regulatory assets.

ZEN FINANCIAL PLANNING, LLC

ZEN FINANCIAL PLANNING, LLC is an SEC-registered investment adviser in ANDOVER, MA. The firm manages approximately $13 million in regulatory assets. It has 1 employee and 1 investment adviser.

General information

Firm type

RIA

Sector focus

Financial PlanningWealth Management

Who makes investment decisions at ZEN FINANCIAL PLANNING, LLC?

The firm is a limited liability company, but public records do not name a specific chief investment officer or principal. Investment decisions are likely handled by natural persons associated with the firm, but their identities are not disclosed in available sources.

Is ZEN FINANCIAL PLANNING, LLC structured as a family office?

No, the firm is registered as an RIA and serves multiple clients. It does not operate as a single-family or multi-family office (per SEC registration data).

What services does ZEN FINANCIAL PLANNING, LLC offer?

The firm provides financial planning, investment management, and retirement planning to individuals and families. Its focus is on fiduciary advisory services rather than direct private-equity or venture capital investing (per public record).

Does ZEN FINANCIAL PLANNING, LLC disclose its assets under management?

No, the firm does not publicly report AUM. The firm is registered with the SEC as an investment adviser, but AUM figures are not available in public filings or marketing materials.

Where is ZEN FINANCIAL PLANNING, LLC headquartered?

The firm's headquarters location is not publicly disclosed in sources accessible to Altss.

Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: Jun 3, 2026. Continuous refresh with full update cycles at least every 30 days.