Janhvi Bhatt
Zynergy Retirement Planning · Red Bank, New Jersey
Janhvi Bhatt is a fee-only financial advisor at Zynergy Retirement Planning in Red Bank, New Jersey, who holds the CFP credential. Zynergy Retirement Planning reports charging a percentage of assets and fixed fees on its Form ADV.
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Facts
| Firm | Zynergy Retirement Planning |
|---|---|
| Based in | Red Bank, New Jersey |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $173M across 591 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in NJ · CRD 8345630 |
| Firm size | 6 employees |
| Disclosures | None reported |
| Website | player.fm/series/3686448 |
How Janhvi's firm compares
- Zynergy Retirement Planning's average account is about $293,000, from its Form ADV (assets managed divided by 591 accounts).
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Questions about Janhvi
Is Janhvi Bhatt a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Janhvi holds no broker registration, and Zynergy Retirement Planning reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Janhvi charge for financial advice?
Janhvi's firm, Zynergy Retirement Planning, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Janhvi Bhatt based?
Janhvi Bhatt is based in Red Bank, New Jersey.
What credentials does Janhvi Bhatt hold?
Janhvi Bhatt holds the CFP credential.
Is Janhvi Bhatt registered with the SEC?
Yes. Janhvi Bhatt is registered as an investment adviser representative in NJ (CRD 8345630), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Zynergy Retirement Planning manage?
Zynergy Retirement Planning reports $173M across 591 accounts in assets under management.
How do I contact Janhvi Bhatt?
Through Janhvi's website, player.fm/series/3686448.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Red Bank
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.
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