PlannerFees

Zizzi Investments fees and pricing

Financial planner in Mechanicsburg, Pennsylvania. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated March 16, 2026, Zizzi Investments charges $250 an hour, a flat or project fee of $2,000⁠-⁠$5,000, and an annual fee of $2,400 for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 16, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate
$250/hr
“Project-Based Financial Planning engagements are offered at an hourly rate of $250 per hour, with a two hour minimum engagement.”
Flat or project fee
$2,000⁠-⁠$5,000
“Fees range from $2,000 to $5,000 based on a variety of factors including complexity and client needs.”
Annual fee
$2,400/yr
“Our annual fee for this service begins at $2,400 per year, and will be billed monthly in arrears.”

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

How Zizzi Investments bills

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

  • “Half of the fee is due upon signing the engagement and the remainder upon delivery of the financial plan.”
  • “Upon delivery of the plan, clients may determine whether to selfimplement or engage Zizzi Investments for Ongoing Financial planning and Investment Management.”
  • “Ongoing Financial Planning Upon delivery of an Initial Financial Plan, Clients may work with ZI for ongoing implementation and monitoring of their financial plan over an extended period of time.”

How Zizzi Investments’ fees compare

  • Its hourly rate of $250 matches the Pennsylvania median of $250. 34% of the 267 other Pennsylvania planners that publish an hourly rate charge less.
  • 1 of the 3 other planners in Mechanicsburg that publish an hourly rate charge less.
  • Its flat or project fee of $2,000-$5,000 spans the Pennsylvania median of $3,650. 47% of the 232 other Pennsylvania planners that publish a flat or project fee charge less.
  • 3 of the 3 other planners in Mechanicsburg that publish a flat or project fee charge less.
  • Its annual fee of $2,400 is below the Pennsylvania median of $6,000. 23% of the 74 other Pennsylvania planners that publish an annual fee charge less.
  • None of the 2 other planners in Mechanicsburg that publish an annual fee charge less.

About Zizzi Investments

  • Firm size: 3 employees.
  • Meets clients remotely: the brochure mentions virtual or online meetings.
  • Registered as an adviser: 2022 (4 years).

Planning areas mentioned in the brochure

  • Retirement planning
  • Tax planning
  • Estate planning
  • Business owners
  • Cash flow and budgeting

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
2% a year
Minimum
$2,500 minimum fee (stated in brochure)
Clients
78
Employees
3
Works with
Individuals and high net worth individuals
Services reported to regulators
Financial planning, portfolio management for individuals and small businesses, and pension consulting
Assets managed
$45,122,305
Registered with
State securities regulators
Disciplinary disclosures
None reported
SEC CRD number
322664
Website
youtube.com/@zizzi-investments (opens in new tab)
Phone
(717) 961-9456

Can advise clients in 2 states: Pennsylvania, Virginia

Other planners in Mechanicsburg that publish fees

Compare all 8 planners in Mechanicsburg

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.