Zion Financial Planning

ZION FINANCIAL PLANNING, LLC is an SEC-registered investment adviser with $9 million in regulatory assets under management. The firm has 1 employee and 1...

Zion Financial Planning

ZION FINANCIAL PLANNING, LLC is an SEC-registered investment adviser with $9 million in regulatory assets under management. The firm has 1 employee and 1 investment adviser. It operates with a single investment adviser.

General information

Firm type

Asset Manager

Is Zion Financial Planning a single family office?

There is no public evidence that Zion Financial Planning operates as a single-family office. The firm's name and legal structure as a limited liability company point to a registered investment advisor (RIA) serving multiple households, rather than a dedicated office managing capital for one family.

Does Zion Financial Planning manage institutional capital?

No institutional fund vehicles, separate accounts for pensions, or endowment relationships are associated with Zion Financial Planning in the public record. The firm appears oriented exclusively toward individual and household wealth management.

How does the firm structure its investment approach?

Without a confirmed website or public filings, specific asset-allocation models, manager-selection criteria, or in-house strategies cannot be verified. Firms of this profile typically use a combination of third-party model portfolios and direct indexing focused on tax efficiency and retirement outcomes.

Who runs day-to-day operations at Zion Financial Planning?

No named principals have been identified from currently available public sources. The firm's record contains no SEC filings, press releases, or media profiles surfaced as of the latest review.

Where does the firm's underlying capital come from?

If the firm functions as a standard RIA, client capital originates from individual retirees, professionals, and business owners in the advisor's local or regional market. No single wealth-origin event, such as a liquidity event or inheritance, has been publicly linked to the firm.

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.