# ZEN FINANCIAL PLANNING, LLC

ZEN FINANCIAL PLANNING, LLC is a RIA.

## Overview

- **Organization type:** RIA
- **Assets under management:** Undisclosed

## Regulatory record

- **CRD number:** 323165
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/323165

## About

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

## Sectors

- Financial Planning
- Wealth Management

## Questions

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

No, the firm does not publicly report AUM. The firm 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.

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Last updated: 2026-08-14T12:30:00.000Z

Canonical page: https://altss.com/profile/zen-financial-planning-llc

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