# Brennan Zizzi

> Brennan Zizzi is a fee-only financial advisor at Zizzi Investments, LLC in Mechanicsburg, Pennsylvania, who holds the CFP credential. Brennan charges an ongoing planning fee and a one-time planning fee and focuses on small business owners.

Page: https://find.wellspent.co/advisors/brennan-zizzi/
Built from public directory listings; last checked October 28, 2026.

## Facts

- **Firm:** Zizzi Investments, LLC
- **Based in:** Mechanicsburg, Pennsylvania
- **Fee model:** Ongoing planning fee; One-time planning fee
- **Assets under management (firm):** $45.1M across 231 accounts
- **Credentials:** CFP
- **Specialties:** Small business owners
- **CRD:** 7049883 (https://adviserinfo.sec.gov/individual/summary/7049883)
- **SEC registration:** Investment adviser representative in PA
- **Exams passed:** Series 66 (2019)
- **Firm size:** 3 employees
- **Disclosures:** None reported
- **Website:** https://zizzi-invest.com

## Frequently asked questions

### Is Brennan Zizzi a fee-only financial advisor?

Yes. Brennan Zizzi is listed in the XY Planning Network directory (XYPN members are fee-only). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Brennan's firm.

### How does Brennan Zizzi charge for financial advice?

Brennan Zizzi charges an ongoing planning fee and a one-time planning fee.

### Where is Brennan Zizzi based?

Brennan Zizzi is based in Mechanicsburg, Pennsylvania.

### What does Brennan Zizzi specialize in?

Brennan Zizzi's specialties include small business owners.

### What credentials does Brennan Zizzi hold?

Brennan Zizzi holds the CFP credential.

### Is Brennan Zizzi registered with the SEC?

Yes. Brennan Zizzi is registered as an investment adviser representative in PA (CRD 7049883), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.

### How much does Zizzi Investments, LLC manage?

Zizzi Investments, LLC reports $45.1M across 231 accounts in assets under management.

### How do I contact Brennan Zizzi?

Through Brennan Zizzi's website, zizzi-invest.com.

## Sources

- XY Planning Network directory listing (https://www.xyplanningnetwork.com/find-an-advisor/brennan-zizzi-11237): XYPN members are fee-only
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 27, 2026
- The firm's website (https://zizzi-invest.com/): specialties, clients served, and fees, checked October 28, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.