ZACHARY FINANCIAL CONSULTANTS LLC

Overview

Zachary Financial Consultants LLC is structured as a limited liability company with an individual owner. The firm’s primary activities are insurance brokerage and accounting, and its advisory services are focused on financial planning and the selection of other advisers rather than operating as a full-service discretionary manager. The firm is designated as a capital allocator, which signals an emphasis on directing client capital to external managers or products rather than running large in-house portfolios. Zachary Financial Consultants LLC does not identify as an active ESG investor and is not registered as a multi-state adviser. The firm’s fee structure is listed as “other,” and its profile emphasizes non-investment professional services — insurance placement and accounting — alongside advisory work. Those characteristics suggest the firm positions itself more as a planner and connector for clients who may need product placement (notably insurance) and adviser selection rather than as a primary asset manager.

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