Zinnia Wealth Advisory, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Zinnia Wealth Advisory serves individuals, trusts, estates, charitable organizations and corporate clients, managing roughly $168.8 million for about 512 clients across a three-advisor team. The firm provides financial planning and discretionary portfolio management and also assists clients in selecting and supervising third‑party advisers, including specialized services for 1031 exchanges and investments in Delaware Statutory Trusts (DSTs).
Investment implementation is largely delivered through sub‑advisers and model portfolios, using a mix of actively managed and buy‑and‑hold approaches across equities, ETFs, mutual funds, fixed income and, where appropriate, private placements or real‑estate‑related securities. Client allocations are tailored to stated objectives and reviewed periodically, and the firm’s disclosure materials explicitly call out certain monitored risks, including political risk and risks associated with artificial intelligence tools.
Noteworthy distinctions include an affiliation with an insurance agency and dually licensed staff who may offer commissionable insurance and annuity products, a relationship the firm discloses and identifies as a potential conflict of interest. The firm also operates a structured client referral/promoter program (the Zinnia Platinum Club) and discloses compensation to promoters and the use of endorsements in marketing, and it services a relatively high number of clients per advisor compared with many peers.
Client services
Expertise
Fee options
Fixed financial planning fees up to $20,000 annually
$10,000 - $1,999,999: 1.00% (ZinniaWA) + 0.45% (Brookstone) = 1.45% total for Brookstone sub advised accounts $2,000,000 - $3,999,999: 0.85% (ZinniaWA) + 0.45% (Brookstone) = 1.30% total for Brookstone sub advised accounts Over $4,000,000+: 0.50% (ZinniaWA) + 0.45% (Brookstone) = 0.95% total for Brookstone sub advised accounts $10,000 - $1,999,999: 1.30% (ZinniaWA) + 0.15% (Impact Partnership) = 1.45% total for Impact Partnership sub advised accounts $2,000,000 - $3,999,999: 1.15% (ZinniaWA) + 0.15% (Impact Partnership) = 1.30% total for Impact Partnership sub advised accounts Over $4,000,000+: 0.80% (ZinniaWA) + 0.15% (Impact Partnership) = 0.95% total for Impact Partnership sub advised accounts
Hourly financial planning fees up to $500/hour
Account minimum: $10,000 Minimum fee: Financial planning fixed fees up to $20,000 annually
Main office
3220 SW 33rd Rd
Ocala FL 34474
Advisors at this office
3
Most active in
Florida
Also doing business as
Zinnia Wealth Advisory, LLC · Zinnia Wealth Management · Zinnia Wealth Management, LLC
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.
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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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.
Quick links
Advisors at this firm
Paul A
Series 65
Ocala, FL
Zinnia Wealth Advisory, LLC
Paul Autodore Jr. is a financial advisor at Zinnia Wealth Advisory, LLC in Ocala, FL, holding a Series 65 designation with 11 years of industry experience. He previously worked at Bankers Life and Bankers Life Securities, INC. before joining Zinnia Wealth Advisory and Zinnia Wealth Management in 2022. Zinnia Wealth Advisory manages approximately $168.8 million for individuals, trusts, estates, charitable organizations, and corporate clients. The firm offers financial planning and discretionary portfolio management, often implementing strategies through sub-advisers and model portfolios that combine actively managed and buy-and-hold approaches.
Charisse R
Series 65
Ocala, FL
Zinnia Wealth Advisory, LLC
Charisse Rivers is a financial advisor at Zinnia Wealth Advisory, LLC in Ocala, FL, holding a Series 65 designation with 10 years of industry experience. Her prior roles include positions at Central Florida Retirement Education, Retirement Wealth Advisors, and NFIC Group. Outside of financial advising, she is a managing member and owner of an insurance agency affiliated with Zinnia Wealth Management, LLC. Zinnia Wealth Advisory serves individuals, trusts, estates, charitable organizations, and corporate clients, managing approximately $168.8 million across a three-advisor team. The firm offers financial planning and discretionary portfolio management, employing a combination of actively managed and buy-and-hold strategies delivered mainly through sub-advisers and model portfolios tailored to client objectives.
Benjamin C
Series 66, Series 63
Ocala, FL
Zinnia Wealth Advisory, LLC
Benny Creamer is a Financial Consultant at Fidelity Investments, where he has been working since 2019. He partners with high net worth clients to assist them in making educated decisions regarding their financial plans. Benny emphasizes the importance of developing trust-based relationships by understanding clients' personal goals, wishes, needs, and challenges, and maintaining regular communication to adapt plans to changing circumstances. Prior to his current role, Benny held several positions at Fidelity Investments, including Investment Consultant in 2019, Relationship Manager from 2017 to 2019, Investment Solutions Representative from 2016 to 2017, and Financial Representative in 2016. His experience spans various aspects of financial consultation and client relationship management. Outside of his professional responsibilities, Benny has interests in baseball, family activities, football, golf, and military service.
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