ZEN FINANCIAL PLANNING, LLC

ZEN FINANCIAL PLANNING, LLC of YORK, ME is an SEC-registered investment adviser (CRD 323165). Regulatory assets under management: $14.1M.

Registration

• CRD: 323165
• Type: Registered investment adviser
• Location: 1000 US ROUTE 1, YORK, ME, 03909
• Phone: 978-216-9941
• Latest filing: 2026-08-03
• Regulatory AUM: $14.1M
• Discretionary AUM: $14.1M
• Clients: 1
• Accounts: 48

Business model

Compensation: % of AUM, Hourly.

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 323165 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search