ZZ Planning LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed April 29, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$350/hr

“We charge an hourly fee of $350 for Project-Based Financial Planning services.”

Annual fee

$4,800/yr

“The annual fee for individuals is $4,800, and the fee for couples is $6,000.”

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

How ZZ Planning LLC bills

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

• “Fees are negotiable and some fees may vary by Client for similar services.”
• “We charge an annual flat fee, paid monthly in advance, for Ongoing Financial Planning services.”
• “Our advisory fee is prorated for any partial billing periods occurring during the engagement, including the initial and terminating billing periods.”

How ZZ Planning LLC’s fees compare

• Its hourly rate of $350 is above the New York median of $300. 62% of the 301 other New York planners that publish an hourly rate charge less.
• 27 of the 69 other planners in New York that publish an hourly rate charge less.
• Its annual fee of $4,800 is below the New York median of $6,250. 36% of the 80 other New York planners that publish an annual fee charge less.
• 6 of the 22 other planners in New York that publish an annual fee charge less.
• It doesn't charge a percentage of the assets it manages, so its fee won't grow with your portfolio.

About ZZ Planning LLC

• Principal: Zachary Zwillinger
• Solo practice: one person runs the firm, so you work directly with the planner.
• Meets clients remotely: the brochure mentions virtual or online meetings.
• Registered as an adviser: 2026.

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

Charges a % of assets

No

Employees

1

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, and portfolio management for businesses and institutions

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

340329

Website

zzplanning.com (opens in new tab)

Phone

(212) 810-9159

Other planners in New York that publish fees

• Abernathy Group II LLCNew York$750/hr, $1,000/yr
• Allegory AdvisoryNew York$240/hr
• Altfest Personal Wealth ManagementNew York$250/hr, $1,250/qtr
• American Centurion Financial LLCNew York$475/hr
• American Financial & Tax Strategies, Inc.New York$660/hr, $2,500/qtr
• Amvoy WealthNew York$1,000⁠-⁠$20,000

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