Zen Financial Planning, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed August 3, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$290/hr

“AND PROJECT-BASED FINANCIAL PLANNING AND CONSULTING Hourly Financial Planning and/or Consultation Services are offered based on an hourly fee of $290 per hour.”

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

How Zen Financial Planning, LLC bills

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

• “Fees are billed quarterly in advance based on the amount of assets managed as of the close of business on the last business day of the previous quarter.”
• “For accounts opened, funded, and/or closed midbilling period, fees will be prorated based on the days services are provided during the given period.”
• “The annual fee is negotiable and may be charged as a percentage of the Included Assets or as a flat fee.”

How Zen Financial Planning, LLC’s fees compare

• Its hourly rate of $290 is above the Maine median of $250. 65% of the 23 other Maine planners that publish an hourly rate charge less.

About Zen Financial Planning, LLC

• Solo practice: one person runs the firm, so you work directly with the planner.
• Credentials named in the brochure: CFP® and ChFC®.
• Registered as an adviser: 2023 (3 years).

Firm details from Form ADV

How the firm is paid

Hourly fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

1.25% a year

Clients

22

Employees

1

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, and pension consulting

Assets managed

$14,107,470

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

323165

Website

zenfp.com (opens in new tab)

Phone

(978) 216-9941

Can advise clients in 3 states: Massachusetts, Maine, New Hampshire

Other planners in Maine that publish fees

• Ampersand Investment AdvisorsCamden$300/hr, $1,500⁠-⁠$7,500
• Bigelow Investment Advisors, LLCPortland$165/mo
• BirchbrookBangor$200/hr, $2,000
• Black Brook Financial PlanningGorham$150/hr
• Black Harbor FinancialBoothbay Harbor$300/hr, $2,500
• Blue Point Financial, Inc.Scarborough$250/hr, $1,000/yr

Compare all 63 planners in Maine