Zenith Investment Management, LLC fees and pricing
Financial planner in Scottsdale, Arizona. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated April 8, 2026, Zenith Investment Management, LLC charges $250 an hour and an annual fee of $2,000-$5,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed April 8, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $250/hr
“Financial Planning & Consultation Services ~Financial Planning Services~ Our fixed fees for constructing comprehensive financial plans are assessed utilizing the hourly rate of $250, and fees are negotiable.”
- Annual fee
- $2,000-$5,000/yr
“Preparing, updating, monitoring, and advising regarding a comprehensive financial plan typically takes 8 to 20 hours per year ($2,000 to $5,000 annually).”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Zenith Investment Management, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “After reviewing each client’s financial situation, we provide clients with a best-efforts estimate, which is an advisory fee invoice that estimates fixed fees based on the anticipated number of hours to be expended.”
- “Fees for comprehensive financial planning services are due and payable quarterly in advance.”
- “This advisory fee invoice estimates the number of hours to be expended for consultations either at a frequency recommended by us or as requested by the client.”
How Zenith Investment Management, LLC’s fees compare
- Its hourly rate of $250 is below the Arizona median of $275. 32% of the 195 other Arizona planners that publish an hourly rate charge less.
- 13 of the 53 other planners in Scottsdale that publish an hourly rate charge less.
- Its annual fee of $2,000-$5,000 is below the Arizona median of $10,000. 21% of the 43 other Arizona planners that publish an annual fee charge less.
- 1 of the 14 other planners in Scottsdale that publish an annual fee charge less.
About Zenith Investment Management, LLC
“We began providing financial advice and managing our clients’ investments in May of 2017. We are a boutique wealth management firm that provides customized, comprehensive, goals-based financial plans and investment strategies based on a client’s specific goals, objectives, and needs.”
- Principal: Jacob C. Chaparro
- Firm size: 6 employees.
- Registered as an adviser: 2017 (9 years).
Planning areas mentioned in the brochure
- Estate planning
Firm details from Form ADV
- How the firm is paid
- Hourly fees, fixed or flat fees, percentage of assets under management, performance based fees
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 1.4% a year
- Clients
- 101
- Employees
- 6
- Works with
- Individuals, high net worth individuals, and pooled investment vehicles
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and portfolio management for pooled investment vehicles
- Assets managed
- $82,358,295
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 288565
- Phone
- (858) 716-8500
Can advise clients in 5 states: Arizona, California, Colorado, Connecticut, Massachusetts
Other planners in Scottsdale that publish fees
- 212 Wealth ManagementScottsdale$250/hr
- 3Roots Wealth Partners LLCScottsdale$400/hr, $5,000-$20,000
- 49TH Parallel Wealth ManagementScottsdale$399/hr, $1,500
- Able Financial Group, LLCScottsdale$600/hr, $35,000
- Aim CapitalScottsdale$300/hr
- Akkadian Wealth LLCScottsdale$500/hr, $1,000-$5,000
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.