ZION FINANCIAL PLANNING, LLC

ZION FINANCIAL PLANNING, LLC is an SEC-registered investment adviser (CRD 289007). Regulatory assets under management: $8.7M.

Registration

• CRD: 289007
• Type: Registered investment adviser
• Phone: 4253013313
• Latest filing: 2026-03-15
• Regulatory AUM: $8.7M
• Discretionary AUM: $8.7M
• Clients: 1
• Accounts: 76

Business model

Compensation: % of AUM, Hourly, Fixed, Commissions.

Clients served: Individuals, High net worth, Pensions.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 289007 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search