A complete list of active advisors currently associated with Zeller Kern Business Advisors

Warmer can help you find a great advisor at Zeller Kern Business Advisors or one who fits your needs even better.

Zeller Kern Business Advisors provides consulting and planning services primarily to business owners and high‑net‑worth families, focusing on business exit and succession planning, business valuation, continuity planning, and legacy planning. Its legacy offerings include structured family retreats, family meetings, and leadership development designed for estate values of $10 million or more. The firm does not manage client investment assets or hold custody; instead it provides written plans and refers clients who want implementation to Equitable Advisors, LLC. Zeller Kern’s advisers are dually registered as investment adviser representatives and registered representatives of Equitable and are licensed insurance agents, and the brochure discloses this affiliation and the potential conflicts that can arise from referral and implementation arrangements. Noteworthy features compared with peers include the firm’s explicit zero assets under management and absence of discretionary portfolio management or percentage‑of‑AUM fee billing, underscoring its role as a planning and consulting practice rather than a money manager. The firm also offers insurance placement through its advisers and conducts in‑depth, retreat‑style legacy work and business value‑building engagements, and it notes that its advisers spend the majority of their time engaged in their registered representative/adviser activities at Equitable.

To learn more about the advisors currently working at Zeller Kern Business Advisors, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.