Zanetti Financial, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Zanetti Financial serves individuals, high‑net‑worth clients, trusts, and retirement‑plan trustees, providing ongoing investment supervisory services, portfolio management, and advice on non‑securities matters. The firm reports roughly $809 million in assets under management for about 1,481 clients and generally charges percentage‑of‑assets fees while recommending Charles Schwab as its primary qualified custodian.
The firm follows a value‑oriented investment approach that emphasizes company fundamentals—balance sheet strength, cash flow, P/E, and dividend yield—and supplements that with an inflation‑protection program that can include energy and commodity exposures, short‑term fixed income, and ETFs. Portfolios are managed discretely with an intent toward long‑term holdings when appropriate, but the adviser may use negatively correlated funds and, occasionally, leveraged or inverse ETFs, may concentrate positions, and reviews accounts at least quarterly.
What is distinctive is the firm’s staffing and scale: a small advisory team manages a large client base and over $800 million in AUM, producing an unusually high client‑to‑advisor ratio and AUM per advisor compared with peers, a dynamic the firm notes as a potential influence on service capacity and key‑person risk. The firm also discloses a limited formal supervision structure and that a senior team member holds part‑time public office duties, factors prospective clients may consider when evaluating operational continuity.
Client services
Occupation focus
Fee options
$0 - $10,000,000: 0.85% + NM Gross Receipts Tax (7.625% in 2026, total approx. 0.926%) for Equities $10,000,001+: 0.50% + NM Gross Receipts Tax for Equities $0 - $10,000,000: 0.20% + NM Gross Receipts Tax for Fixed Income $10,000,001+: 0.10% + NM Gross Receipts Tax for Fixed Income $0+: 0% for Cash
Fee-only: Asset-based fees charged monthly in arrears, negotiable, no commissions or performance-based fees.
Main office
5130 San Francisco Rd NE, Suite A
Albuquerque NM 87109
Advisors at this office
3
Most active in
New Mexico
Also doing business as
Zanetti Financial, LLC · Zanetti, Gregory Joseph
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.
Advisors at this firm
Amy F
Series 65
Albuquerque, NM
Zanetti Financial, LLC
Amy Fox is an advisor at Zanetti Financial, LLC in Albuquerque, NM. She holds a Series 65 designation and has been with the firm since 2023. Prior to joining Zanetti Financial, she was a stay-at-home mom for over two decades. Zanetti Financial serves individuals, high-net-worth clients, trusts, and retirement-plan trustees by providing investment supervisory services, portfolio management, and advice on non-securities matters. The firm follows a value-oriented investment approach focused on company fundamentals and incorporates an inflation-protection program using energy, commodities, fixed income, and ETFs.
Gregory Z
Series 63, Series 65
Albuquerque, NM
Zanetti Financial, LLC
Gregory Zanetti is a financial advisor with Zanetti Financial, LLC, holding Series 63 and Series 65 licenses and 27 years of industry experience. He has been with Zanetti Financial since 2015. Zanetti Financial provides tailored investment supervisory services to individuals, trusts, and retirement-plan trustees. The firm employs a value-oriented, actively managed investment approach that includes equities, fixed income, ETFs, and inverse funds, with portfolios reviewed quarterly and managed with discretion unless clients specify restrictions.
Walt B
Series 65
Albuquerque, NM
Zanetti Financial, LLC
Walt Benson is a financial advisor at Zanetti Financial, LLC in Albuquerque, NM, with four years of industry experience. He holds a Series 65 designation and previously operated Walt Benson Consulting and worked at FootPrints Home Care. Outside of his advisory role, he is involved in management consulting. Zanetti Financial, LLC provides tailored investment supervisory services to individuals, trusts, and retirement-plan trustees, focusing on deep value fundamental analysis and inflation protection through actively managed portfolios that include equities, fixed income, ETFs, and inverse funds. The firm manages a large asset base with a small advisory team and offers discretionary asset management alongside non-securities advisory work.
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