Zonka & Associates, Inc. fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 5, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$150/hr

“Our hourly fee is $150 per hour and our fixed fee ranges from $300 - $50,000.”

Flat or project fee

$300⁠-⁠$50,000

From the same sentence as above.

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

How Zonka & Associates, Inc. bills

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

• “Our annual portfolio management fee is billed and payable, quarterly in advance, based on the balance at end of the previous billing period.”
• “Our advisory fee is negotiable, depending on individual client circumstances.”
• “We send you an invoice showing the amount of the fee, the value of the assets on which the fee is based, the time period covered by the fee, and the specific manner in which the fee was calculated.”

How Zonka & Associates, Inc.’s fees compare

• Its hourly rate of $150 is below the Florida median of $288. 4% of the 372 other Florida planners that publish an hourly rate charge less.
• Its flat or project fee of $300-$50,000 spans the Florida median of $4,900. 94% of the 320 other Florida planners that publish a flat or project fee charge less.

About Zonka & Associates, Inc.

• Solo practice: one person runs the firm, so you work directly with the planner.
• Credentials named in the brochure: CFP®.
• Registered as an adviser: 2016 (10 years).

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

1.25% a year

Clients

6

Employees

1

Works with

High net worth individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, pension consulting, and selecting other advisers

Assets managed

$28,282,041

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

282914

Phone

(321) 253-2838

Other planners in Florida that publish fees

• 22 Seven Wealth Management IncPanama City$150/hr, $500⁠-⁠$2,500
• 365Sundays Wealth LLCLake Mary$5,000⁠-⁠$15,500, $5,000/yr
• 4 VerticalRiverview$250/hr
• 7 Star Investment AdvisorsRiverview$1,500⁠-⁠$7,500
• Acertado InvestmentsFort Lauderdale$800⁠-⁠$3,600
• Achieving Veritas LLCSt. Augustine$1,500⁠-⁠$15,000

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