Zenith Advisory Group, LLC fees and pricing
Financial planner in Centerville, Ohio. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated March 31, 2026, Zenith Advisory Group, LLC charges $150 an hour for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 31, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $150/hr
“The firm bills client $150 per hour for Financial Planning Services.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Zenith Advisory Group, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “All ZAG advisory program fees are negotiable.”
- “Payment by Check Clients that do not wish to have fees deducted from investment accounts can pay by check.”
- “Clients desiring to pay by check will receive an invoice and will be required to remit payment to ZAG.”
How Zenith Advisory Group, LLC’s fees compare
- Its hourly rate of $150 is below the Ohio median of $250. 8% of the 219 other Ohio planners that publish an hourly rate charge less.
- None of the 4 other planners in Centerville that publish an hourly rate charge less.
About Zenith Advisory Group, LLC
“Zenith Advisory Group, LLC (“ZAG”) provides financial planning, consulting, and investment management services.”
- Principal: Jay Grandfield
- Firm size: 2 employees.
- Credentials named in the brochure: CPA.
- Registered as an adviser: 2017 (9 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
- 1.75% a year
- Clients
- 139
- Employees
- 2
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and selecting other advisers
- Assets managed
- $65,319,326
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 287801
- Phone
- (937) 312-8171
Can advise clients in 4 states: Florida, Iowa, Missouri, Ohio
Other planners in Centerville that publish fees
- Buckeye Wealth Partners, LLCCenterville$250-$350/hr, $1,000
- Fiduciary Wealth Group, LLCCenterville$350/hr
- Ridgeline Wealth Planning LLCCenterville$400/hr, $500/qtr
- Wealth AccelCenterville$400/hr, $1,375/mo
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.