ZENITH FINANCIAL PLANNING INC

ZENITH FINANCIAL PLANNING INC is an SEC-registered investment adviser (CRD 331585). Regulatory assets under management: $60.8M.

Registration

• CRD: 331585
• Type: Registered investment adviser
• Phone: 913-585-0088
• Latest filing: 2026-07-26
• Regulatory AUM: $60.8M
• Discretionary AUM: $60.8M
• Clients: 1
• Accounts: 245

Business model

Compensation: % of AUM.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 331585 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search