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Zizzi Investments

Updated today

Client AUM

$45,122,305

Clients

78

Advisors

2

of 3 employees

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

Financial planning Portfolio management Pension consulting

Expertise

Business sale tax planning Debt management College savings (529s, UTMA, etc.) General estate planning guidance Retirement income strategy

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Fee options

Fixed

Retirement Plan Management initial setup fee of $2,500; Retirement Plan Consulting flat fees range from $500 to $5,000

Percentage

$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%

Project-based

$250 per hour for Project-Based Financial Planning and Retirement Plan Consulting services, with 2-hour minimum

Other

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

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 Professional Athlete Founder/Business Owner Young Families
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Brennan Z

CFP®, Series 66

Mechanicsburg, PA

Zizzi Investments

Brennan Zizzi is a CFP® and Series 66-licensed advisor with seven years of industry experience. He is a principal at Zizzi Investments and co-owns Zizzi Tax Services, a tax preparation business. Prior to founding his firms, he worked at Cambridge Investment Research Advisors and related entities for several years. Zizzi Investments serves individuals, including high-net-worth clients, employer retirement plans, charitable organizations, and businesses. The firm combines financial planning, discretionary investment management, and retirement plan consulting with a portfolio approach based on asset allocation and Modern Portfolio Theory, integrating tax efficiency and client risk tolerance.

Business sale tax planning Debt management College savings (529s, UTMA, etc.) General estate planning guidance Retirement income strategy
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