Zion Financial Planning, LLC

Overview

Zion Financial Planning, LLC is an independent, individual-owned registered investment adviser that serves primarily individual and family clients. The firm blends financial planning with portfolio management and insurance brokerage, delivering fee models that include percentage-of-AUM, hourly and fixed fees, and commission-based arrangements. Its advisory services cover financial planning, portfolio management for individuals and small businesses, pension consulting services and educational seminars/workshops, indicating a practice that combines ongoing asset management with planning and client education. Investment activity shows a clear tilt toward equity exposure: the firm reports a preference for exchange-traded equities as its most-used asset type. In addition to equities and mutual funds, Zion Financial Planning implements third-party alternative strategies — notably real estate, commodities and oil & gas — and uses annuities for certain client needs. The firm is not positioned as a capital allocator running proprietary alternative funds; instead it accesses external managers and investment vehicles to augment core portfolios.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices