Zenith Wealth Advisors fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 4, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$350/hr

“If engaged on an hourly fee basis, the maximum hourly fee is $350.”

Flat or project fee

$2,500⁠-⁠$10,000

“Flat fees range from $2,500 to $10,000.”

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

How Zenith Wealth Advisors bills

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

• “Annualized fees are billed on a pro-rata basis quarterly in advance based on the value of the account(s) on the last day of the previous quarter.”
• “Our firm bills on cash balances unless otherwise agreed in writing.”
• “Comprehensive Portfolio Management services will be billed separately.”

How Zenith Wealth Advisors’ fees compare

• Its hourly rate of $350 is above the Arizona median of $275. 69% of the 195 other Arizona planners that publish an hourly rate charge less.
• 30 of the 53 other planners in Scottsdale that publish an hourly rate charge less.
• Its flat or project fee of $2,500-$10,000 spans the Arizona median of $3,100. 77% of the 164 other Arizona planners that publish a flat or project fee charge less.
• 35 of the 47 other planners in Scottsdale that publish a flat or project fee charge less.

About Zenith Wealth Advisors

• Firm size: 4 employees.
• Registered as an adviser: 2022 (4 years).

Planning areas mentioned in the brochure

• Retirement planning
• Tax planning
• Estate planning
• College planning
• Insurance analysis
• Charitable giving

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

3% a year

Clients

85

Employees

4

Works with

Individuals, high net worth individuals, and businesses

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, and selecting other advisers

Assets managed

$328,331,005

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

318330

Website

linkedin.com/company/zenith-wealth-advisors/mycompany (opens in new tab)

Phone

(480) 999-9900

Can advise clients in 3 states: Arizona, Colorado, Texas

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

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