Zinnia Wealth Advisory, LLC fees and pricing

Financial planner in Ocala, Florida. Registered with the SEC.

According to its Form ADV Part 2A brochure dated August 4, 2026, Zinnia Wealth Advisory, LLC charges an annual fee of $20,000 for financial planning.

Published fees

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

Annual fee: $20,000/yr; “If a fixed fee arrangement is negotiated, the maximum annual fee will be $20,000.”

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

“Clients have the option to pay by check, ACH payment, or through a third-party billing system.”
“Our annual fee for portfolio management services is based on a percentage of assets under management and is billed and payable monthly, in arrears.”
“Refunds are not applicable because fees are payable in arrears.”

Its annual fee of $20,000 is above the Florida median of $4,800. 87% of the 97 other Florida planners that publish an annual fee charge less.

How the firm is paid: Hourly fees, fixed or flat fees, percentage of assets under management
Charges a % of assets: Yes
Clients: 512
Employees: 11
Works with: Individuals and high net worth individuals
Services reported to regulators: Financial planning, portfolio management for individuals and small businesses, and selecting other advisers
Assets managed: $168,819,527
Registered with: U.S. Securities and Exchange Commission
Disciplinary disclosures: None reported
SEC CRD number: 295122
Website: zinniawealth.com (opens in new tab)
Phone: (352) 368-3680

Is something on this page wrong or out of date?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