Julia Zakarias
GenFi Family and Fiduciary Services · Chicago, Illinois
Julia Zakarias is a fee-only financial advisor at GenFi Family and Fiduciary Services in Chicago, Illinois, who holds the CFP credential. Julia focuses on retirement planning, estate & legacy planning and tax planning. GenFi Family and Fiduciary Services reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Who they serve
- Executives
Facts
| Firm | GenFi Family and Fiduciary Services |
|---|---|
| Based in | Chicago, Illinois |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $50.5M across 299 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in IL, MI · CRD 5012680 |
| Exams passed | Series 63 (2004) · Series 65 (2005) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.genfiffs.com |
| Profile |
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Questions about Julia
Is Julia Zakarias a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Julia holds no broker registration, and GenFi Family and Fiduciary Services reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Julia charge for financial advice?
Julia's firm, GenFi Family and Fiduciary Services, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Julia Zakarias based?
Julia Zakarias is based in Chicago, Illinois.
What does Julia specialize in?
Julia's specialties include retirement planning, estate & legacy planning, tax planning and equity compensation. Julia works with executives.
What credentials does Julia Zakarias hold?
Julia Zakarias holds the CFP credential.
Is Julia Zakarias registered with the SEC?
Yes. Julia Zakarias is registered as an investment adviser representative in IL and MI (CRD 5012680), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does GenFi Family and Fiduciary Services manage?
GenFi Family and Fiduciary Services reports $50.5M across 299 accounts in assets under management.
How do I contact Julia Zakarias?
Through Julia's website, www.genfiffs.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
- GenFi Family and Fiduciary Services 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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