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ZEN FINANCIAL PLANNING, LLC
ZEN FINANCIAL PLANNING, LLC is a registered investment advisor providing financial planning and fiduciary wealth management.
ZEN FINANCIAL PLANNING, LLC
ZEN FINANCIAL PLANNING, LLC is a registered investment advisor (RIA) that delivers financial planning and wealth management to individuals and families. The firm's structure as an RIA imposes a fiduciary duty to act in clients' best interests, a standard that distinguishes it from broker-dealers. Public records do not disclose the firm's founding year or founding principal. The firm's service offerings include financial planning, investment management, and retirement planning. It likely serves high-net-worth individuals through customized portfolio strategies. Asset-class coverage may include equities, fixed income, and alternative investments, though specific allocations are not public. No named portfolio companies or co-investors are on record. Team size and total assets under management are not publicly disclosed. No additional office locations or adjacent philanthropic vehicles appear in public sources. The firm has no notable operational events from the last 24 months that are verifiable through external reporting. ZEN FINANCIAL PLANNING, LLC operates as a traditional RIA rather than a family office, meaning it serves multiple unrelated clients. Its differentiator is its fiduciary structure and focus on holistic planning, but public information is too sparse to identify a unique architectural distinction beyond its regulatory posture.
General information
Firm type
RIA
Year founded
—
AUM
Undisclosed
Location
Region
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Country
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City
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Corporate office
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Sector focus
Frequently asked questions
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: . Continuous refresh with full update cycles at least every 30 days.
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