Zenith Wealth Partners fees and pricing
Financial planner in Philadelphia, Pennsylvania. Registered with the SEC.
According to its Form ADV Part 2A brochure dated September 30, 2026, Zenith Wealth Partners charges a flat or project fee of $2,000-$10,000 and a monthly fee of $1,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed September 30, 2026. Fees can change, so confirm with the firm before you hire them.
- Flat or project fee
- $2,000-$10,000
“Project-Based Financial Plan: $2,000 - $10,000 - this service collects fees from clients at the beginning of defined work.”
- Monthly fee
- $1,000/mo
“Fees for this service are paid in advance and range from $4 00 to $1,000 per month.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Zenith Wealth Partners bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Refunds to all other clients will be issued via check.”
- “The fees may be negotiable in certain cases, will be agreed upon and due at the start of the engagement .”
- “Fees for this service may be paid by electronic funds transfer, direct debit from managed account(s), credit card, or check.”
How Zenith Wealth Partners’ fees compare
- Its flat or project fee of $2,000-$10,000 spans the Pennsylvania median of $3,650. 71% of the 232 other Pennsylvania planners that publish a flat or project fee charge less.
- 9 of the 13 other planners in Philadelphia that publish a flat or project fee charge less.
About Zenith Wealth Partners
- Firm size: 11 employees.
- Meets clients remotely: the brochure mentions virtual or online meetings.
- Founded: 2019 (7 years).
Planning areas mentioned in the brochure
- Retirement planning
- Tax planning
- Estate planning
- College planning
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
- 298
- Employees
- 11
- Works with
- Individuals, high net worth individuals, charities, and businesses
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, selecting other advisers, educational seminars and workshops, and other services
- Assets managed
- $150,966,524
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 304732
- Phone
- (484) 278-1559
Can advise clients in 17 states: California, District of Columbia, Florida, Georgia, Illinois, Louisiana, Massachusetts, Maryland, Michigan, North Carolina, New Jersey, New York, Ohio, Pennsylvania, Texas, Virginia, Washington
Other planners in Philadelphia that publish fees
- 10TH Street CapitalPhiladelphia$300/hr, $3,000-$20,000
- Auctus Wealth Management Inc.Philadelphia$150/hr, $500
- Bird Financial Group LLCPhiladelphia$350/hr
- Bryn Mawr Trust Advisors, LLCPhiladelphia$3,000, $2,000/yr
- Diversified Human SolutionsPhiladelphia$150-$200/hr, $1,000-$5,000
- Elm WealthPhiladelphia$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.