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Zizzi Investments

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Client assets under management

$45,122,305

Clients

78

27% high-net-worth

Advisors

2

of 3 employees

Firm type

Supported

1-4 advisors or >$200M in AUM

Clients per advisor

39

Typical

Average account size

$578,491

About

Zizzi Investments is a fee-only registered investment adviser that serves individual and high-net-worth clients as well as employer retirement plan sponsors, managing approximately $45.1 million in assets through a two-advisor team. The firm offers financial planning (initial, ongoing, and project-based), discretionary investment management, and retirement plan consulting and management.

The firm combines asset-allocation principles with both passive and active strategies, selecting mutual funds, ETFs, individual securities, and, when suitable, alternative investments to construct client portfolios; it implements plans on a discretionary basis and tailors services to client-imposed restrictions. Zizzi generally recommends custodians that provide institutional custody and trading services and offers clients access to tools and platforms from firms the brochure identifies as Charles Schwab and Altruist.

A distinguishing feature noted in the brochure is that the firm uses hypothetical performance in its advertising materials, an approach that is uncommon among similar peers. The firm also discloses holding limited custody through direct fee deductions and third-party standing letters of authorization (SLOAs) — specifically $16,115,664 in RAUM across 24 clients — and notes SLOAs are not available for clients in Virginia; it also acts in fiduciary capacities for certain retirement plans under ERISA (including serving as a 3(38) investment manager).

Client services

Financial planning Portfolio management Pension consulting

Expertise

Business sale tax planning Retirement withdrawal strategies Cash flow / budgeting College savings (529s, UTMA, etc.)

Occupation focus

Founder/Business Owner

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Fee options

Fixed

Retirement plan initial setup fee $2,500; Retirement plan consulting flat fees from $500 to $5,000 (negotiable)

Percentage

$0 - $500,000: 1.00% $500,001 - $1,000,000: 0.80% $1,000,001 - $1,500,000: 0.60% $1,500,000 - $2,000,000: 0.40% $2,000,000+: 0.20%

Project-based

$250 per hour for project-based financial planning and retirement plan consulting, two-hour minimum

Other

Minimum fee: $2,500 per year minimum annual fee for Investment Management services, may be reduced or waived at firm's discretion Fee-only: Financial planning fees: Initial engagement $2,000 to $5,000 (negotiable); Ongoing planning starting at $2,400/year billed monthly (negotiable); Project-based planning $250/hour with two-hour minimum (negotiable)

Main office location

Zizzi Investments

Mechanicsburg PA, United States

Number of offices

1

Most active in

Pennsylvania · Texas · Virginia

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

Colin Z

CFP®

Mechanicsburg, PA

Zizzi Investments

Colin is the founder of Zizzi Investments. Investing and athletics have always been two of Colin’s biggest passions. He began playing soccer at age five and was introduced to the stock market in middle school through a mock stock-picking competition. Colin studied finance and accounting at American University, where he played on the NCAA Division 1 soccer team. After college, he moved to Spain for 16 months to pursue his dream of playing professional soccer. He returned home to play professional soccer in Central PA for the next three years. While still playing soccer, he joined a local advisory firm in Harrisburg, where he spent the next 10 years. During this time, Colin earned his CFP®, AIF®, and CEPA® designations, while helping to oversee both qualified retirement plan assets and individual wealth management relationships. Colin resides in Mechanicsburg, PA with his wife Molly, his sons Carter, Julian, and Leo, and his dog Sage. He’s a member of the West Shore Free Church in Mechanicsburg. He continues to stay involved in soccer through coaching and volunteering with the JT Dorsey Foundation, a local non-profit dedicated to positively impacting youth through the sport of soccer. Colin’s other hobbies include golfing, travel, playing guitar, reading, and working out.

Business ownership considerations Business exit / sale strategy Family Business Professional Athlete Young Families
user avatar

Brennan Z

CFP®, Series 66

Mechanicsburg, PA

Zizzi Investments

Brennan Zizzi is a CFP® and holds a Series 66 license, with seven years of experience in the financial industry. He has worked at Cambridge Investment Research and its affiliates from 2018 to 2022 before joining Zizzi Investments, LLC, where he has been since 2022. Prior to his financial career, he spent over a decade with Cumberland Golf Club. Zizzi Investments, LLC is a fee-only registered investment adviser serving individuals, retirement plan sponsors, charitable organizations, and small businesses. The firm focuses on asset allocation and Modern Portfolio Theory, combining passive and active funds with select alternative investments, and offers tailored financial planning, discretionary investment management, and retirement plan consulting.

Business sale tax planning Retirement withdrawal strategies Cash flow / budgeting College savings (529s, UTMA, etc.) Founder/Business Owner
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