Jeffrey Zures
Sanchez & Zures · Mclean, Virginia
Jeffrey Zures is a fee-only financial advisor at Sanchez & Zures in Mclean, Virginia, who holds the CFP credential. Jeffrey charges hourly fees, a percentage of assets and a one-time planning fee ($200 an hour and 1% a year on the first tier of assets managed).
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Facts
| Firm | Sanchez & Zures |
|---|---|
| Based in | Mclean, Virginia |
| Fee model | Hourly · Percentage of assets · One-time planning fee |
| Fees (firm's website) | $200 an hour · 1% a year on the first tier of assets managed |
| Assets under management | $241.9M across 476 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in DC, FL, VA · CRD 4610554 |
| Exams passed | Series 65 (2002) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | www.szadvisors.com |
How Jeffrey's firm compares
- The hourly rate is $200, below the Virginia median of $325 for fee-only firms that publish prices.
- Sanchez & Zures's average account is about $508,000, from its Form ADV (assets managed divided by 476 accounts).
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Questions about Jeffrey
Is Jeffrey Zures a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Jeffrey holds no broker registration, and Sanchez & Zures reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Jeffrey charge for financial advice?
Jeffrey charges hourly fees, a percentage of assets and a one-time planning fee.
How much does Jeffrey charge?
According to Sanchez & Zures's website, checked October 30, 2026: $200 an hour; 1% a year on the first tier of assets managed.
Where is Jeffrey Zures based?
Jeffrey Zures is based in Mclean, Virginia.
What credentials does Jeffrey Zures hold?
Jeffrey Zures holds the CFP credential.
Is Jeffrey Zures registered with the SEC?
Yes. Jeffrey Zures is registered as an investment adviser representative in DC, FL and VA (CRD 4610554), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Sanchez & Zures manage?
Sanchez & Zures reports $241.9M across 476 accounts in assets under management.
How do I contact Jeffrey Zures?
Through Jeffrey's website, www.szadvisors.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
- Sanchez & Zures website : specialties, clients served, and fees, checked October 30, 2026
- 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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