Joshua Zins
Plandeavor · Arlington, Virginia
Joshua Zins is a fee-only financial advisor at Plandeavor in Arlington, Virginia. Joshua charges an ongoing planning fee, a one-time planning fee and hourly fees (ongoing planning from $4,000 a year and one-time plans from $500) and focuses on tax planning and retirement planning.
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Specialties
Facts
| Firm | Plandeavor |
|---|---|
| Based in | Arlington, Virginia |
| Fee model | Ongoing planning fee · One-time planning fee · Hourly |
| Fees (firm's website) | Ongoing planning from $4,000 a year · One-time plans from $500 · $300 an hour |
| Accepting new clients | Yes |
| Assets under management | $2.8M across 30 accounts |
| SEC registration | Investment adviser representative in FL, TX, VA · CRD 6997515 |
| Exams passed | Series 63 (2018) · Series 65 (2024) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | www.plandeavor.com |
| Profile |
How Joshua's firm compares
- Ongoing planning starts at $4,000 a year, below the Virginia median of $4,992 for fee-only firms that publish prices.
- A one-time plan starts at $500, below the Virginia median of $1,500 for fee-only firms that publish prices.
- The hourly rate is $300, in line with the Virginia median of $325 for fee-only firms that publish prices.
- Plandeavor's average account is about $93,000, from its Form ADV (assets managed divided by 30 accounts).
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Questions about Joshua
Is Joshua Zins a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Joshua holds no broker registration, and Plandeavor 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 charges an ongoing planning fee, a one-time planning fee and hourly fees.
How much does Joshua charge?
According to Plandeavor's website, checked October 30, 2026: ongoing planning from $4,000 a year; one-time plans from $500; $300 an hour.
Where is Joshua Zins based?
Joshua Zins is based in Arlington, Virginia.
What does Joshua specialize in?
Joshua's specialties include tax planning and retirement planning.
Is Joshua Zins registered with the SEC?
Yes. Joshua Zins is registered as an investment adviser representative in FL, TX and VA (CRD 6997515), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Plandeavor manage?
Plandeavor reports $2.8M across 30 accounts in assets under management.
How do I contact Joshua Zins?
Through Joshua's website, www.plandeavor.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
- Plandeavor 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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