Joshua Zahn
Resonant Capital Advisors · Brookfield, Wisconsin
Joshua Zahn is a fee-only financial advisor at Resonant Capital Advisors in Brookfield, Wisconsin, who holds the CFP and CFA credentials. Resonant Capital Advisors reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Who they serve
- Multi-generational families
Facts
| Firm | Resonant Capital Advisors |
|---|---|
| Based in | Brookfield, Wisconsin |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $2.96B across 2,816 accounts |
| Credentials | CFP · CFA |
| SEC registration | Investment adviser representative in TX, WI · CRD 6963968 |
| Exams passed | Series 65 (2023) |
| Firm size | 25 employees |
| Disclosures | None reported |
| Website | www.resonantcapital.com |
How Joshua's firm compares
- Resonant Capital Advisors's average account is about $1.0 million, from its Form ADV (assets managed divided by 2,816 accounts).
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Questions about Joshua
Is Joshua Zahn a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Joshua holds no broker registration, and Resonant Capital Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Joshua charge for financial advice?
Joshua's firm, Resonant Capital Advisors, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Joshua Zahn based?
Joshua Zahn is based in Brookfield, Wisconsin.
What credentials does Joshua Zahn hold?
Joshua Zahn holds the CFP and CFA credentials.
Is Joshua Zahn registered with the SEC?
Yes. Joshua Zahn is registered as an investment adviser representative in TX and WI (CRD 6963968), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Resonant Capital Advisors manage?
Resonant Capital Advisors reports $2.96B across 2,816 accounts in assets under management.
How do I contact Joshua Zahn?
Through Joshua's website, www.resonantcapital.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
- Resonant Capital Advisors 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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