Zenith Advisory Group, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed February 18, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee

$500⁠-⁠$2,500

“The negotiated fixed rate for creating client financial plans is between $500 - $2,500.”

Annual fee

$500⁠-⁠$25,000/yr

“Based on the suite of services provided, the negotiated fixed rate for portfolio management will vary between $500- $25,000 per year.”

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.

• “These fees are generally negotiable and the final fee schedule will be memorialized in the client’s advisory agreement.”
• “Clients may terminate the agreement without penalty for a full refund of Zenith's fees within five business days of signing the Investment Advisory Contract.”
• “The fees shared are negotiable and will not exceed any limit imposed by any regulatory agency.”

How Zenith Advisory Group, LLC’s fees compare

• Its flat or project fee of $500-$2,500 is below the Florida median of $4,900. 14% of the 320 other Florida planners that publish a flat or project fee charge less.
• None of the 2 other planners in The Villages that publish a flat or project fee charge less.
• Its annual fee of $500-$25,000 spans the Florida median of $4,800. 76% of the 97 other Florida planners that publish an annual fee charge less.
• It doesn't charge a percentage of the assets it manages, so its fee won't grow with your portfolio.

About Zenith Advisory Group, LLC

• Firm size: 4 employees.
• Registered as an adviser: 2026.

Firm details from Form ADV

How the firm is paid

Fixed or flat fees

Charges a % of assets

No

Clients

186

Employees

4

Works with

Individuals and high net worth individuals

Services reported to regulators

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

Assets managed

$115,437,420

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

321689

Website

facebook.com/Zenith-Advisory-Group-100686519269851 (opens in new tab)

Phone

(352) 282-0810

Can advise clients in 3 states: Florida, Louisiana, Ohio

Other planners in The Villages that publish fees

• Bill Losey Retirement Solutions, LLCThe Villages$250⁠-⁠$500/hr, $500⁠-⁠$5,000
• JFK Advisory Services, LLCThe Villages$250/hr, $2,500
• 22 Seven Wealth Management IncPanama City$150/hr, $500⁠-⁠$2,500
• 365Sundays Wealth LLCLake Mary$5,000⁠-⁠$15,500, $5,000/yr
• 4 VerticalRiverview$250/hr
• 7 Star Investment AdvisorsRiverview$1,500⁠-⁠$7,500

Compare all 5 planners in The Villages