Zyc Investment LLC fees and pricing
Financial planner in Newburgh, Indiana. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated February 5, 2026, Zyc Investment LLC charges $150 an hour and a flat or project fee of $2,500-$20,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed February 5, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $150/hr
“Our hourly fees begin at $150 for financial advice.”
- Flat or project fee
- $2,500-$20,000
“Flat fees generally range from $2,500 to $20,000 and may be lower at the discretion of the advisor.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Zyc Investment LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “The client will be invoiced directly for the fees. ● Referrals to Third Party Money Managers We are paid by third party money managers when we refer you to them and you decide to open a managed account, which creates a conflict of interest.”
How Zyc Investment LLC’s fees compare
- Its hourly rate of $150 is below the Indiana median of $250. 9% of the 119 other Indiana planners that publish an hourly rate charge less.
- Its flat or project fee of $2,500-$20,000 spans the Indiana median of $5,000. 88% of the 84 other Indiana planners that publish a flat or project fee charge less.
About Zyc Investment LLC
- Firm size: 2 employees.
- Registered as an adviser: 2019 (7 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
- 3% a year
- Minimum
- No minimum stated in brochure
- Employees
- 2
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, pension consulting, newsletters and publications, and educational seminars and workshops
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 304045
- Phone
- (812) 682-0701
Other planners in Newburgh that publish fees
- Uvest Advisory Group, LLCNewburgh$7,500/yr
- Abound Wealth StrategiesIndianapolis$720-$25,000
- Above & Beyond Investments, LLCBloomington$250/hr, $250-$2,500
- Afp Group, LLCPlainfield$150/hr, $2,000
- Allstreet WealthWestfield$750/hr
- An Exceptional Life Financial, LLCIndianapolis$300/hr, $1,500-$6,000
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.