Zion Financial Planning, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$8,700,000
Clients
76
13% high-net-worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
76
Very HighAverage account size
$114,474
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
Financial planning
Portfolio management
Pension consulting
Educational seminars or workshops
Expertise
General retirement planning
Income planning
General tax planning
Charitable giving & philanthropy
Occupation focus
Executive
Founder/Business Owner
Self-Employed
Demographic focus
Mid-Career Professionals
Established Professionals
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 location
Zion Financial Planning, LLC
Bellevue WA, United States
Number of offices
1
Most active in
Zion Financial Planning, LLC has reported serving >5 clients in these states in the last 12 months.
Texas · Washington
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
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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