# Zion Financial Planning

Zion Financial Planning is an Asset Manager.

## Overview

- **Organization type:** Asset Manager
- **Assets under management:** Undisclosed

## Regulatory record

- **CRD number:** 289007
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/289007

## About

ZION FINANCIAL PLANNING, LLC is a state-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.

## Questions

### 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.

## Related profiles

- [Eagle Point Capital](https://altss.com/profile/eagle-point-capital-llc)
- [Winding Trail Financial Planning](https://altss.com/profile/winding-trail-financial-planning-llc)

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Last updated: 2026-06-03T20:00:00.000Z

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

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