Zeniki Wealth fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed January 16, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee

$2,500⁠-⁠$5,000

“Typical annual financial planning fees for non high-net-worth clients range from $2,500 $5,000 and usually start at $5,000 for those that are high-net-worth.”

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

How Zeniki Wealth bills

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

• “Portfolio management fees are generally charged to clients in accordance with the above schedule, but are negotiable and the final fee schedule is attached in the Investment Advisory Contract (as well as displayed prominently on each client invoice).”
• “Termination is effective immediately upon delivery of written notice and all Zeniki Wealth fees of any kind cease at that time.”
• “Clients may select the method in which they are billed.”

How Zeniki Wealth’s fees compare

• Its flat or project fee of $2,500-$5,000 spans the Florida median of $4,900. 45% of the 320 other Florida planners that publish a flat or project fee charge less.
• 12 of the 20 other planners in Tampa that publish a flat or project fee charge less.

About Zeniki Wealth

• Solo practice: one person runs the firm, so you work directly with the planner.
• Registered as an adviser: 2024 (2 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

0.5% a year

Clients

6

Employees

1

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning and portfolio management for individuals and small businesses

Assets managed

$20,721,501

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

328778

Website

zenikiwealth.com (opens in new tab)

Phone

(386) 290-8278

Other planners in Tampa that publish fees

• Aft Financial PlanningTampa$300/hr, $1,500⁠-⁠$5,000
• American Family Legacy GroupTampa$300/hr
• Blade FinancialTampa$275/hr, $1,000⁠-⁠$2,500
• Brightwater Advisory, LLCTampa$200⁠-⁠$400/hr, $400⁠-⁠$3,000
• Caliber Wealth AdvisoryTampa$500⁠-⁠$10,000, $100⁠-⁠$750/mo
• Code Waechter LLCTampa$750⁠-⁠$6,000

Compare all 57 planners in Tampa