Zizzi Investments
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Zizzi Investments provides advisory services to individuals (including high‑net‑worth clients), employer retirement plans, charitable organizations, and other businesses. The firm offers financial planning (initial, ongoing, and project‑based), discretionary investment management, retirement plan consulting and management, and makes referrals to third‑party professionals; it also offers related tax preparation through a separately contracted and co‑owned tax service.
The firm’s investment approach emphasizes asset allocation and Modern Portfolio Theory, blending passive and active mutual funds and ETFs while addressing tax efficiency, liquidity, and client risk tolerance; portfolios are typically managed on a discretionary basis with client‑imposed restrictions accommodated in writing. Financial planning integrates cash‑flow, estate, insurance, business, and tax considerations, and the firm’s principals hold CFP and Enrolled Agent credentials that inform their planning and tax‑related advice.
Zizzi Investments discloses several features that are uncommon among peers: it advertises hypothetical performance in its materials, maintains a related tax preparation business owned by the firm’s principals (a disclosed conflict of interest for which clients are not required to use the service), and accepts limited custody through direct fee deduction and client standing letters of authorization—reporting $16,115,664 in RAUM associated with SLOAs for 24 clients as of December 31, 2025. These practices, together with its small two‑advisor, fee‑only structure, distinguish its operating model from many similarly supported firms.
Client services
Expertise
Fee options
Retirement Plan Management initial setup fee of $2,500; Retirement Plan Consulting flat fees range from $500 to $5,000
$0 - $500,000: 1.00% $500,001 - $1,000,000: 0.80% $1,000,001 - $1,500,000: 0.60% $1,500,001 - $2,000,000: 0.40% $2,000,001+: 0.20%
$250 per hour for Project-Based Financial Planning and Retirement Plan Consulting services, with 2-hour minimum
Minimum fee: Minimum Annual Fee: $2,500 for Investment Management Services, may be reduced or waived at firm's discretion Fee-only: Financial planning fees from $2,000 to $5,000 for Initial Financial Planning Engagement; ongoing financial planning begins at $2,400/year billed monthly; Project-Based Financial Planning at $250/hour with 2-hour minimum
Main office
Mechanicsburg PA
Advisors at this office
2
Most active in
Pennsylvania · Texas
Also doing business as
Zizzi Investments · Zizzi Investments, 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 not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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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
Quick links
Advisors at this firm
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