Amanda Bearden
Financial ZEN · San Francisco, California
Amanda Bearden is a fee-only financial advisor at Financial ZEN in San Francisco, California, who holds the CFP credential. Financial ZEN reports charging a percentage of assets and fixed fees on its Form ADV.
Request an introduction to Amanda →
Facts
| Firm | Financial ZEN |
|---|---|
| Based in | San Francisco, California |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $167.6M across 609 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CA, TX · CRD 7708372 |
| Exams passed | Series 65 (2023) |
| Firm size | 4 employees |
| Disclosures | None reported |
| Website | financialzen.com |
How Amanda's firm compares
- Financial ZEN's average account is about $275,000, from its Form ADV (assets managed divided by 609 accounts).
Request an introduction to Amanda
Tell Amanda a little about what you're looking for. Amanda isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Amanda
Is Amanda Bearden a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Amanda holds no broker registration, and Financial ZEN reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Amanda charge for financial advice?
Amanda's firm, Financial ZEN, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Amanda Bearden based?
Amanda Bearden is based in San Francisco, California.
What credentials does Amanda Bearden hold?
Amanda Bearden holds the CFP credential.
Is Amanda Bearden registered with the SEC?
Yes. Amanda Bearden is registered as an investment adviser representative in CA and TX (CRD 7708372), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Financial ZEN manage?
Financial ZEN reports $167.6M across 609 accounts in assets under management.
How do I contact Amanda Bearden?
Through Amanda's website, financialzen.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
See something wrong? Request a correction. Read our methodology.