Zaki Financial LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 23, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$250/hr

“Ongoing Comprehensive Financial Planning Ongoing Comprehensive Financial Planning is available for a fee of $250 per hour.”

Flat or project fee

$2,000⁠-⁠$5,000

“The fixed fee can range between $2,000.00 and $5,000.00.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Zaki Financial LLC bills

Payment and refund terms, quoted from the fee section of the brochure.

• “Advisory fees are debited directly from client accounts, or clients may choose to pay by check.”
• “Accounts initiated or terminated during a calendar quarter will be charged a prorated fee based on the remaining time in the billing period.”
• “An account may be terminated with written notice at least 30 calendar days in advance.”

How Zaki Financial LLC’s fees compare

• Its hourly rate of $250 matches the Indiana median of $250. 34% of the 119 other Indiana planners that publish an hourly rate charge less.
• 9 of the 30 other planners in Indianapolis that publish an hourly rate charge less.
• Its flat or project fee of $2,000-$5,000 is below the Indiana median of $5,000. 42% of the 84 other Indiana planners that publish a flat or project fee charge less.
• 5 of the 18 other planners in Indianapolis that publish a flat or project fee charge less.

About Zaki Financial LLC

• Principal: Ahmad Saltagi
• Firm size: 3 employees.
• Founded: 2018 (8 years).

Firm details from Form ADV

How the firm is paid

Hourly fees, fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

1% a year

Clients

40

Employees

3

Works with

Individuals, high net worth individuals, and charities

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, and selecting other advisers

Assets managed

$7,079,691

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

297921

Website

zakifinancial.com (opens in new tab)

Phone

(317) 208-5566

Can advise clients in 2 states: Indiana, Texas

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• An Exceptional Life Financial, LLCIndianapolis$300/hr, $1,500⁠-⁠$6,000
• Blackwood Investment Group, LLCIndianapolis$250/hr, $59⁠-⁠$199/mo
• Blend WealthIndianapolis$1,541/mo
• C.r. Retirement Strategies, LLCIndianapolis$200⁠-⁠$500/hr, $2,500⁠-⁠$15,000
• CFG Wealth Management Services IncIndianapolis$250/hr

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