ZEN Financial Planning, LLC

Overview

ZEN Financial Planning, LLC is an independent registered investment adviser organized as an LLC and owned by an individual. The firm focuses on individual and family clients, delivering financial planning, portfolio management for individuals and small businesses, and pension consulting. Its client-fee model combines a percentage-of-assets-under-management fee with hourly billing, which suggests a mix of ongoing investment management and project-based planning engagements. The firm is not positioned as a capital allocator or as an ESG-focused manager, and it reports limited regulatory breadth across states.

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Location & Offices