Rey Arellano
Zenith Financial Planning · Lenexa, Kansas
Rey Arellano is a fee-only financial advisor at Zenith Financial Planning in Lenexa, Kansas, who holds the CFP credential. Rey charges a percentage of assets (1% a year on the first tier of assets managed) and focuses on retirement planning.
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Specialties
Facts
| Firm | Zenith Financial Planning |
|---|---|
| Based in | Lenexa, Kansas |
| Fee model | Percentage of assets |
| Fees (firm's website) | 1% a year on the first tier of assets managed |
| Works virtually | Yes |
| Languages | Spanish |
| Accepting new clients | Yes |
| Assets under management | $62.6M across 249 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CA, FL, KS, LA, MO, TX · CRD 6262065 |
| Exams passed | Series 66 (2014) |
| Firm size | 1 employee |
| Disclosures | Reported; see the SEC record |
| Website | www.zenithfp.com |
| Profile |
How Rey's firm compares
- Zenith Financial Planning's average account is about $252,000, from its Form ADV (assets managed divided by 249 accounts).
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Questions about Rey
Is Rey Arellano a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Rey holds no broker registration, and Zenith Financial Planning reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Rey charge for financial advice?
Rey charges a percentage of assets.
How much does Rey charge?
According to Zenith Financial Planning's website, checked October 30, 2026: 1% a year on the first tier of assets managed.
Does Rey work with clients virtually?
Yes. Zenith Financial Planning says on its website that it works with clients remotely.
What languages does Rey work in?
Besides English, Zenith Financial Planning offers service in Spanish, according to its website.
Where is Rey Arellano based?
Rey Arellano is based in Lenexa, Kansas.
What does Rey specialize in?
Rey's specialties include retirement planning.
What credentials does Rey Arellano hold?
Rey Arellano holds the CFP credential.
Is Rey Arellano registered with the SEC?
Yes. Rey Arellano is registered as an investment adviser representative in CA, FL, KS, LA, MO and TX (CRD 6262065), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.
How much does Zenith Financial Planning manage?
Zenith Financial Planning reports $62.6M across 249 accounts in assets under management.
How do I contact Rey Arellano?
Through Rey's website, www.zenithfp.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Lenexa
Other advisors in Kansas who focus on retirement planning
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
- Zenith Financial Planning 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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