Zenith Financial Planning Inc
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Zenith Financial Planning is a small, independent advisory firm that manages roughly $62.6 million for about 60 clients, serving individuals, high‑net‑worth clients, retirement plans and small businesses. The firm provides discretionary and non‑discretionary portfolio management and delivers comprehensive financial planning only as part of its investment management engagements (it does not offer stand‑alone planning).
The firm primarily implements passive portfolios composed of index mutual funds and exchange‑traded funds, establishing asset‑allocation targets and personalized investment policies guided by clients’ goals and tax considerations, while also employing fundamental, technical, cyclical and charting analyses where appropriate. Ongoing account supervision is provided and clients may impose reasonable investment restrictions; written or electronic financial plans and regular reporting are offered as part of the service.
Several distinctive disclosures appear in the brochure: the firm recently removed educational seminars and workshops from its list of services, indicating a change in client outreach or service delivery. The brochure also discloses material personal legal and financial matters involving the firm’s owner and sole investment‑adviser representative — a civil judgment arising from a prior employment dispute (currently stayed) and an individual Chapter 11 filing — which the firm states did not involve any client accounts or assets; the firm further discloses it currently does not maintain professional liability insurance.
Client services
Expertise
Occupation focus
Fee options
$0 - $2,000,000: 1.00% $2,000,000 - $5,000,000: 0.75% $5,000,000 - $10,000,000: 0.55% $10,000,000+: 0.40%
Main office
Lenexa KS
Advisors at this office
1
Most active in
California · Florida · Kansas · Louisiana · Missouri · Texas
Also doing business as
Rra Holdings · Zenith Financial Planning · Zenith Financial Planning Inc
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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