FINANCIAL ZEN

Overview

Financial Zen is an independent registered investment adviser that serves individual and family clients with a mix of financial planning, portfolio management for individuals and small businesses, periodic publications and educational seminars. The firm operates on a fee model that combines percentage-of-assets and fixed fees and runs client relationships on a discretionary basis, indicating advisers make portfolio decisions without seeking trade-by-trade client approval. Investment activity is driven around public mutual funds as the core building block of portfolios, supplemented by allocations to third‑party alternative investment managers. The firm does not identify as an ESG-focused investor and is not positioned as a multi-state or pension consultant adviser. Service delivery appears oriented toward comprehensive wealth-management for high-net-worth households rather than institutional or retirement-plan sponsorship.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices