Brennan Zizzi
Zizzi Investments, LLC · Mechanicsburg, Pennsylvania
Brennan Zizzi is a fee-only financial advisor at Zizzi Investments, LLC in Mechanicsburg, Pennsylvania, who holds the CFP credential.
- $45M
- Firm assets managed
- $195,000
- Firm's average account
- 2019
- First securities exam
What Brennan focuses on
How does Brennan's firm compare?
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Zizzi Investments, LLC's average account is about $195,000, from its Form ADV (assets managed divided by 231 accounts).
Questions about Brennan
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
The full record
| Firm | Zizzi Investments, LLC |
|---|---|
| Based in | Mechanicsburg, Pennsylvania |
| Fee model | Ongoing planning fee · One-time planning fee |
| Assets under management | $45.1M across 231 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in PA · CRD 7049883 |
| Exams passed | Series 66 (2019) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | zizzi-invest.com |
| Profile |
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Other fee-only advisors in Mechanicsburg
Other advisors in Pennsylvania who focus on small business owners
Where this information comes from
- XY Planning Network directory listing : XYPN members are fee-only
- Zizzi Investments, LLC website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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