Zealth Planning, LLC

Overview

Zealth Planning, LLC is organized as a limited liability company that identifies its primary advisory activity as financial planning services. The firm operates on a fixed-fee model for its advice rather than charging asset-based or performance fees. Its regulatory filing characterizes the entity as an unclassified domestic adviser and lists an industry affiliation as "Other Investment Adviser." The filing also indicates the firm does not act as a capital allocator and does not identify as an active ESG investor or a multi-state adviser. Taken together, the available information points to a practice focused on flat-fee planning engagements rather than discretionary asset management or pooled-product distribution.

Assets & Accounts

Location & Offices