Zealth Planning, LLC fees
Financial planner in Ontario, California. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated February 6, 2026, Zealth Planning, LLC (Ontario, CA) charges a monthly fee of $10-$100 for financial planning.
with up to 3 other firms
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed February 6, 2026. Fees can change.
- Monthly fee
- $10-
$100/mo “Fees are paid monthly in advance, ranging from $10 to $100.”
Read by software from the firm's brochure. Check the brochure (PDF) (opens in new tab) before you hire.
At a glance
- Also charges a % of assets
- No
- Minimum
- None stated in the brochure
- Credentials held at the firm
- CFP® professional (opens in new tab)
- Team size
- 2 employees
- Registered since
- 2025
How Zealth Planning, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees are negotiable and some fees may vary by Client for similar services.”
- “Fees are negotiable and the final agreed upon fee will be outlined in your Advisory Contract.”
- “Payment For Financial Planning services, fees are paid by electronic funds transfer (EFT) or check.”
About Zealth Planning, LLC
Planning areas mentioned in the brochure
- Retirement planning
- Tax planning
- Estate planning
- Business owners
- Cash flow and budgeting
Firm details from Form ADV
- How the firm is paid
- Flat or fixed fees and monthly planning fees
- Services reported to regulators
- Financial planning
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported on Form ADV as of February 6, 2026
- CRD number
- 336569 (opens in new tab)
- Website
- zealth.io (opens in new tab)
- Phone
- (855) 269-3258
Other planners in Ontario that publish fees
- Falcon Wealth Planning, LLCOntarioHourly $500/hr, Flat $5,000-$25,000
- Lone Wolf Wealth ManagementOntarioHourly $200/hr, Flat $2,000-$10,000
More planners in California that publish fees
- Patels CapitalIrvineHourly up to $600/hr, Flat $1,000-$10,000
- Wealth Analytics Partners, LLCSan DiegoHourly $250/hr, Flat $500-$50,000
- Torren Management, LLCSan DiegoAnnual from $10,000/yr
- Campbell Advisory Services, LLCNewport BeachHourly $150-$300/hr, Flat $1,500-$5,000
- Advantage Financial ConsultantsCamarilloHourly $125/hr
- Elite Wealth Management, LLCSan DiegoHourly $250/hr, Flat $2,500-$15,000
Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.