A complete list of active advisors currently associated with Zinnia Wealth Advisory, LLC

Warmer can help you find a great advisor at Zinnia Wealth Advisory, LLC or one who fits your needs even better.

Zinnia Wealth Advisory, LLC provides financial planning, discretionary portfolio management, and third‑party adviser selection to individuals, trusts, estates, charitable organizations, and business entities. The firm reports approximately $168.8 million in discretionary assets under management for roughly 512 clients. Investment advice is delivered through tailored asset allocation and model portfolios implemented largely via sub‑advisers—Impact Partnership Wealth, LLC and Brookstone Capital Management, LLC—which provide trading, reporting, and back‑office support; the firm also prepares written financial plans. Offerings include both actively managed and buy‑and‑hold model strategies and access to real‑estate‑related solutions such as 1031 exchange planning, Delaware Statutory Trusts, and occasional private placements. Noteworthy aspects disclosed in the Form ADV include an unusually high client load per advisor (more than 250 clients per adviser), reliance on sub‑advisers and custodial platforms to support that scale, and a formal referral program (the Zinnia Platinum Club) with arrangements to compensate promoters. The firm is affiliated with an insurance agency (Zinnia Wealth Management, LLC) whose licensed agents may sell commission‑based insurance and annuity products, and its brochure also discloses operational practices such as using AI tools to record and transcribe meetings (with an opt‑out option).

To learn more about the advisors currently working at Zinnia Wealth Advisory, LLC, 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.