Rick Valenzi
The Financial Zen Group, Inc. · San Francisco, California
Rick Valenzi is a fee-only financial advisor at The Financial Zen Group, Inc. in San Francisco, California, who holds the CFP and CRPC credentials. Rick charges an ongoing planning fee (no asset minimum) and focuses on retirement planning.
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Specialties
Who they serve
- Tech employees
Facts
| Firm | The Financial Zen Group, Inc. |
|---|---|
| Based in | San Francisco, California |
| Fee model | Ongoing planning fee |
| Fees (firm's website) | No asset minimum |
| Works virtually | Yes |
| Accepting new clients | Yes |
| Assets under management | $167.6M across 609 accounts |
| Credentials | CFP · CRPC |
| SEC registration | Investment adviser representative in TX · CRD 3081032 |
| Exams passed | Series 66 (2008) |
| Firm size | 4 employees |
| Disclosures | Reported; see the SEC record |
| Website | financialzen.com |
| Profile |
How Rick's firm compares
- The Financial Zen Group, Inc.'s average account is about $275,000, from its Form ADV (assets managed divided by 609 accounts).
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Questions about Rick
Is Rick Valenzi a fee-only financial advisor?
Yes. Rick Valenzi is listed in the XY Planning Network directory (XYPN members are fee-only). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Rick's firm.
How does Rick charge for financial advice?
Rick charges an ongoing planning fee.
How much does Rick charge?
According to The Financial Zen Group, Inc.'s website, checked October 28, 2026: no asset minimum.
Does Rick work with clients virtually?
Yes. The Financial Zen Group, Inc. says on its website that it works with clients remotely.
Where is Rick Valenzi based?
Rick Valenzi is based in San Francisco, California.
What does Rick specialize in?
Rick's specialties include retirement planning. Rick works with tech employees.
What credentials does Rick Valenzi hold?
Rick Valenzi holds the CFP and CRPC credentials.
Is Rick Valenzi registered with the SEC?
Yes. Rick Valenzi is registered as an investment adviser representative in TX (CRD 3081032), per SEC Investment Adviser Public Disclosure data as of October 27, 2026. The record lists disclosures; see the SEC record for details.
How much does The Financial Zen Group, Inc. manage?
The Financial Zen Group, Inc. reports $167.6M across 609 accounts in assets under management.
How do I contact Rick Valenzi?
Through Rick's website, financialzen.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- XY Planning Network directory listing : XYPN members are fee-only
- The Financial Zen Group, Inc. website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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