Z Financial Planning LLC
Z Financial Planning LLC (CRD# 142676) is a financial advisory firm headquartered in Salt Lake City, UT. They manage $10,700,000 in 31 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management11MILLION
Total Number of Accounts31ACCOUNTS
Average Account Value$345,161
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
James Zeberlein (CRD# 1736052) is an Investment Advisor Representative working at Z Financial Planning LLC in Salt Lake City, UT and has over 22 years of experience in the finance industry. James Zeberlein has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.