Be advised. This firm is no longer registered.

Z Financial Planning LLC

Z Financial Planning LLC (CRD# 142676) is a financial advisory firm headquartered in Salt Lake City, UT. They manage $11,300,000 in 37 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
2150 S 1300 E Suite 500, Salt Lake City, UT 84106
http://www.zfinancialplanning.com
By the Numbers
  • Total Assets Under Management
    11
    MILLION
  • Total Number of Accounts
    37
    ACCOUNTS
  • Average Account Value
    $305,405
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

UT

Financial Advisors at Z Financial Planning LLC
No Advisor Found.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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