Zik, LLC fees and pricing

Financial planner in New York, New York. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated March 23, 2026, Zik, LLC charges $150⁠-⁠$200 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 23, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate: $150⁠-⁠$200/hr; “Investment professional, $150 - $200 per hour.”

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

“Fees on accounts in excess of $5,000,000 are negotiable.”
“Clients have the option of being billed for our services or having the fee deducted directly from their account.”
“In the event of termination, if any fees Zik LLC got paid in advance then they will be refunded, pro rata, to the client based on the number of days remaining in the quarter.”

Its hourly rate of $150-$200 is below the New York median of $300. 8% of the 301 other New York planners that publish an hourly rate charge less.
1 of the 69 other planners in New York 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: 2006 (20 years).

How the firm is paid: Hourly fees, fixed or flat fees, percentage of assets under management
Charges a % of assets: Yes
Minimum: $500 minimum fee (stated in brochure)
Clients: 3
Employees: 1
Works with: Individuals
Services reported to regulators: Financial planning and portfolio management for individuals and small businesses
Assets managed: $1,200,000
Registered with: State securities regulators
Disciplinary disclosures: None reported
SEC CRD number: 137297
Website: zikfinancial.com (opens in new tab)
Phone: (646) 765-4594

Is something on this page wrong or out of date?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