Zynergy Retirement Planning fees and pricing

Financial planner in Red Bank, New Jersey. Registered with the SEC.

According to its Form ADV Part 2A brochure dated April 16, 2026, Zynergy Retirement Planning charges an annual fee of $1,200 for financial planning.

Published fees

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

Annual fee: $1,200/yr; “Tax Management Annual Fixed Fee of $1,200 for the following services:”

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

“Annual fees are paid quarterly in arrears, based on current assets under management as of the quarter end date with the exception of a $1000 deposit.”
“Tax service fees are paid upon completion of the tax work.”
“Investment advisory contract may be terminated at any time upon written notification, a pro-rated invoice will be sent based on the termination date.”

Its annual fee of $1,200 is below the New Jersey median of $6,318. 6% of the 47 other New Jersey planners that publish an annual fee charge less.
1 of the 2 other planners in Red Bank that publish an annual fee charge less.

How the firm is paid: Fixed or flat fees, percentage of assets under management
Charges a % of assets: Yes
Highest asset based fee in brochure: 1% a year
Clients: 172
Employees: 6
Works with: Individuals and high net worth individuals
Services reported to regulators: Financial planning, portfolio management for individuals and small businesses, and other services
Assets managed: $173,000,000
Registered with: U.S. Securities and Exchange Commission
Disciplinary disclosures: None reported
SEC CRD number: 143861
Website: instagram.com/zynergyretirement (opens in new tab)
Phone: (732) 784-2380

Is something on this page wrong or out of date?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