A complete list of active advisors currently associated with ZZ Planning LLC

Warmer can help you find a great advisor at ZZ Planning LLC or one who fits your needs even better.

ZZ Planning LLC is a fee-only registered investment adviser that provides financial planning and discretionary investment management to individuals, high-net-worth clients, and to corporations or other businesses. The firm offers both ongoing and project-based planning engagements and implements portfolios that include stocks, bonds, mutual funds, ETFs, and cash equivalents. Its investment approach emphasizes modern portfolio theory and asset-allocation-driven portfolios that can combine passive and active strategies, with the option to incorporate socially responsible (ESG) criteria and client-imposed restrictions; accounts are reviewed on a regular basis and managed primarily for the long term under discretionary authority. Notably, the firm offers portfolio management for institutional clients—an uncommon service among solo independent advisers—and does not rely on percentage-of-assets-under-management fees, using flat and hourly planning fee structures with investment management included for ongoing planning clients. The firm is newly formed and reported no assets under management at the most recent filing, and its principal holds both CFP® certification and a law license (the brochure discloses the firm will not provide legal services as part of advisory engagements). Operationally, the firm does not participate in wrap-fee programs, does not aggregate client trades, and recommends specific custodians while permitting client-directed brokerage, which can affect execution and order aggregation.

To learn more about the advisors currently working at ZZ Planning LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.