Zenith Advisory Group, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Zenith Advisory Group provides advisory services primarily to individual and high‑net‑worth clients, including ongoing portfolio management, financial planning, and retirement plan advisory services for plan sponsors and participants. The firm prepares an Investment Policy Statement for each client and may engage sub‑advisors/TAMPs to implement solutions.
The firm’s investment approach references modern portfolio theory and a long‑term trading orientation, with client goals, time horizon, and documented risk tolerances driving asset selection and periodic review (at least annually). Zenith seeks discretionary trading authority for managed accounts, delivers one‑time financial plans, and participates in enrollment meetings and periodic workshops for retirement plans.
Distinctive aspects disclosed in the brochure include affiliations with an accounting practice and with affiliated insurance entities whose licensed representatives may offer insurance products (with disclosed conflicts of interest), as well as the firm’s provision of educational seminars and workshops for clients and plan participants. Zenith typically uses negotiated fixed portfolio management fees (the brochure cites a $500–$25,000 range) rather than a standard percentage‑of‑AUM schedule, describes advance fee collection and prorated refunds, and recently transitioned to SEC registration.
Client services
Expertise
Fee options
Financial planning fees are fixed, negotiated between $500 - $2,500.
Minimum fee: Fixed portfolio management fees range between $500 - $25,000 per year, negotiable. Fee-only: Financial planning fixed fees range between $500 - $2,500, negotiable.
Main office
1068 Lake Sumter Landing
The Villages FL 32162
Advisors at this office
3
Most active in
Florida · Louisiana · Ohio
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
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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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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.
Quick links
Advisors at this firm
Todd L
Series 65
The Villages, FL
Zenith Advisory Group, LLC
Todd Lietz is a financial advisor at Zenith Advisory Group, LLC in Ocala, FL, holding a Series 65 designation with two years of industry experience. Prior to joining Zenith, he worked at Northwestern Mutual and spent nine years at L2 Defense, alongside roles with the Florida State Fire College and Marion County Fire Rescue. Zenith Advisory Group provides advisory services to individual and high-net-worth clients, focusing on portfolio management, financial planning, and retirement plan advisory services. The firm applies modern portfolio theory with a long-term trading orientation, tailoring asset selection to client goals, risk tolerance, and time horizon.
Bart P
Series 65
The Villages, FL
Zenith Advisory Group, LLC
Bart Patterson is a financial advisor with Zenith Advisory Group, LLC, holding a Series 65 designation and 14 years of industry experience. He has worked at Zenith Advisory Group since 2022 and previously held roles at Golden Reserve, LLC, and Parady Financial Group. Bart is also a licensed agent. Zenith Advisory Group provides advisory services primarily to individual and high-net-worth clients, offering portfolio management, financial planning, and retirement plan advisory services. The firm employs a long-term investment approach based on modern portfolio theory, tailoring strategies to client goals, time horizons, and risk tolerances.
Jacob W
Series 65
The Villages, FL
Zenith Advisory Group, LLC
Jacob Wells is a financial advisor at Zenith Advisory Group, LLC with one year of industry experience. He holds a Series 65 designation and previously worked in the NFL/XFL from 2022 to 2025. Zenith Advisory Group provides advisory services primarily to individual and high-net-worth clients, offering portfolio management, financial planning, and retirement plan advisory services. The firm’s investment approach is based on modern portfolio theory and focuses on client goals, time horizon, and risk tolerance, with regular portfolio reviews and use of sub-advisors as needed.
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