F
FinZ Advisors, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
Clients
0
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
0
Very LowAverage account size
—
About
FinZ Advisors provides discretionary and non-discretionary investment management and a range of financial planning services to retirement plans, employer plan sponsors, businesses, and individual clients. Its advisory offerings include comprehensive, project-based, and hourly financial planning as well as ongoing employee benefit plan services for plan sponsors.
The firm’s investment approach emphasizes passive portfolio construction informed by Modern Portfolio Theory, using mutual funds and ETFs to set asset allocation based on clients’ goals and risk tolerance, with periodic rebalancing and the option for discretionary authority. Investment implementation is characterized by low turnover and a focus on asset-class exposure rather than security selection.
Noteworthy aspects of the firm include regularly offered no-cost educational seminars and group speaking engagements and a practice that explicitly includes pension and employee benefit plan consulting for plan sponsors. The firm’s principal operates an affiliated insurance agency and is licensed to sell life and health insurance (and may receive related commissions), and the adviser also makes hourly planning available; the ADV further discloses zero reported assets under management as of the most recent reporting date, indicating an early-stage or transitionary operating profile.
Client services
Financial planning
Portfolio management
Pension consulting
Educational seminars or workshops
Expertise
Business ownership considerations
Cash flow / budgeting
Occupation focus
Founder/Business Owner
Fee options
Project based financial planning fixed fee ranging between $2,000 and $10,000, negotiable
$0 - $1,000,000: 1.00% $1,000,001 - $3,000,000: 0.75% $3,000,001 - $10,000,000: 0.50% $10,000,001+: 0.25%
$250 - $750 per hour, depending on complexity
Account minimum: $1,000,000, unless waived by the advisor
Main office location
FinZ Advisors, LLC
219 E. 32 Nd Street
Los Angeles CA 90011, United States
Number of offices
2
Most active in
FinZ Advisors, LLC has reported serving >5 clients in these states in the last 12 months.
California
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
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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