Zenith Wealth Management fees and pricing

Financial planner in Orlando, Florida. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated March 18, 2026, Zenith Wealth Management charges $50 an hour for financial planning.

Published fees

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

Hourly rate: $50/hr; “The Advisor’s hourly fee will be billed at a rate of $50.00 per hour, but may be negotiated in advance.”

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

“New account fees will be prorated from the inception of the account to the end of the first quarter.”
“Where it is not practical to deduct fees directly from client accounts, the client will be invoiced for the amount due.”
“The Advisor’s hourly fees will be negotiated and agreed upon by the parties in advance.”

Its hourly rate of $50 is below the Florida median of $288. None of the 372 other Florida planners that publish an hourly rate charge less.
None of the 22 other planners in Orlando that publish an hourly rate charge less.

Solo practice: one person runs the firm, so you work directly with the planner.
Registered as an adviser: 2020 (6 years).

How the firm is paid: Hourly fees, percentage of assets under management
Charges a % of assets: Yes
Highest asset based fee in brochure: 1% a year
Clients: 6
Employees: 1
Works with: Individuals
Services reported to regulators: Financial planning and portfolio management for individuals and small businesses
Assets managed: $346,310
Registered with: State securities regulators
Disciplinary disclosures: Yes. Read them on the SEC site (opens in new tab)
SEC CRD number: 309579
Website: zenith-wealthmanagement.com (opens in new tab)
Phone: (319) 929-4874

Can advise clients in 2 states: Florida, Iowa

Is something on this page wrong or out of date?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.