Zion Financial Planning, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Zion Financial Planning, LLC serves individuals as well as business owners, professionals, and executives, offering discretionary portfolio management alongside comprehensive financial planning for retirement, college, tax, insurance, and estate/legacy needs. The firm provides both one‑time and ongoing planning engagements and manages client accounts on a discretionary basis, overseeing roughly $8.7 million in assets for about 76 clients.
The firm’s process begins with documenting goals, time horizon, and risk tolerance, and it uses fundamental, technical, and cyclical analysis to construct and monitor portfolios intended for investment horizons longer than three years. Clients receive periodic reviews (at least quarterly) and the firm offers a structured CFP comprehensive planning engagement with defined hours and scheduled meetings to implement recommendations.
Compared with many independent, solo advisors, Zion also engages in commission-based insurance transactions and maintains insurance‑producer experience and prior broker‑dealer affiliations, and it provides employee‑benefit and retirement plan consulting alongside traditional planning services. The firm’s owner is an enrolled agent who provides tax planning and filing services (noted as a material outside activity during tax season), and the firm has in the past offered seminars and workshops for public education, though it currently states those are no longer provided.
Client services
Expertise
Occupation focus
Demographic focus
Fee options
Fixed fee $6,000 annually ($500/month) for ongoing financial planning
$0 - $1,000,000: 1.00% annually $1,000,000 - $2,000,000: 0.75% annually $2,000,000+: 0.50% annually
$600 per hour or $10 per minute (minimum 5 minutes)
Account minimum: $30,000 Fee-only: Hourly fee of $600 per hour; Fixed fee $6,000 annually ($500/month) for ongoing financial planning
Main office
Bellevue WA
Advisors at this office
1
Most active in
Texas · Washington
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.
Forms ADV
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