Ryan Zacharczyk
Zynergy Retirement Planning · Red Bank, New Jersey
Ryan Zacharczyk is a fee-only financial advisor at Zynergy Retirement Planning in Red Bank, New Jersey, who holds the CFP credential. Zynergy Retirement Planning reports charging a percentage of assets and fixed fees on its Form ADV.
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Facts
| Firm | Zynergy Retirement Planning |
|---|---|
| Based in | Red Bank, New Jersey |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $173M across 591 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in TX · CRD 4587387 |
| Firm size | 6 employees |
| Disclosures | None reported |
| Website | player.fm/series/3686448 |
| Profile |
How Ryan's firm compares
- Zynergy Retirement Planning's average account is about $293,000, from its Form ADV (assets managed divided by 591 accounts).
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Questions about Ryan
Is Ryan Zacharczyk a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Ryan holds no broker registration, and Zynergy Retirement Planning reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Ryan charge for financial advice?
Ryan's firm, Zynergy Retirement Planning, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Ryan Zacharczyk based?
Ryan Zacharczyk is based in Red Bank, New Jersey.
What credentials does Ryan Zacharczyk hold?
Ryan Zacharczyk holds the CFP credential.
Is Ryan Zacharczyk registered with the SEC?
Yes. Ryan Zacharczyk is registered as an investment adviser representative in TX (CRD 4587387), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Zynergy Retirement Planning manage?
Zynergy Retirement Planning reports $173M across 591 accounts in assets under management.
How do I contact Ryan Zacharczyk?
Through Ryan's website, player.fm/series/3686448.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Red Bank
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
- 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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