Anzai Financial
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Anzai Financial offers fee-only financial planning to individuals and families, including those who meet the firm's high‑net‑worth definition. Services are project‑based or hourly and cover pension and retirement planning, risk management, college savings, cash flow and debt management, work benefits, and estate and incapacity planning.
The firm does not provide investment management or accept custody; it may make investment recommendations as part of its planning work, often favoring passive strategies implemented with index mutual funds and ETFs. Financial planning engagements are delivered either as fixed‑fee projects (agreements stated in advance, generally $4,000–$8,000) or on an hourly basis ($600–$1,000 per hour), with projects designed to conclude within six months.
What is notable about the firm is its narrow, planning‑only model combined with uncommon billing options for a small firm: both fixed project fees and relatively high hourly rates are offered, while the firm receives no outside compensation and does not advise private funds, manage assets, or provide ongoing account reports beyond the completed financial plan. The principal holds CFP certification and a prior professional background outside of finance, which informs the firm’s emphasis on tailored, project‑based planning rather than discretionary portfolio management.
Client services
Expertise
Fee options
Fixed fees for project-based financial planning services between $4,000 and $8,000
$600 - $1,000 per hour depending on complexity and time in service
Fee-only: Fixed fees ranging from $4,000 to $8,000 based on complexity and time in practice; hourly fees ranging from $600 to $1,000 per hour depending on complexity and time in service
Main office
2108 N St, #16837
Sacramento CA 95816
Advisors at this office
1
Most active in
California
Also doing business as
Anzai Financial · Anzai Financial LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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