Zenith Financial Planning Inc

Overview

Zenith Financial Planning Inc. is an independent, owner-operated registered investment adviser that focuses on fee-based relationships with individuals and families. The firm’s primary advisory activities are financial planning and discretionary portfolio management for individuals and small businesses. Its compensation model is a percentage of assets under management. Regulatory and firm data indicate Zenith is not positioned as a capital allocator, pension consultant, or multi-state adviser, and it does not highlight ESG investing as an active practice.

Assets & Accounts

Public Holdings

Investments & Alternatives