Vanessa Zook
PSI Capital Management · Camp Hill, Pennsylvania
Vanessa Zook is a fee-only financial advisor at PSI Capital Management in Camp Hill, Pennsylvania, who holds the CFP, MBA and RICP credentials. PSI Capital Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | PSI Capital Management |
|---|---|
| Based in | Camp Hill, Pennsylvania |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $384.8M across 1,414 accounts |
| Credentials | CFP · MBA · RICP |
| SEC registration | Investment adviser representative in PA · CRD 6111776 |
| Exams passed | Series 63 (2012) · Series 65 (2017) |
| Firm size | 11 employees |
| Disclosures | None reported |
| Website | visitpsionline.com |
How Vanessa's firm compares
- PSI Capital Management's average account is about $272,000, from its Form ADV (assets managed divided by 1,414 accounts).
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Questions about Vanessa
Is Vanessa Zook a fee-only financial advisor?
Yes. Vanessa Zook is listed in the NAPFA directory (NAPFA admits only fee-only advisors). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Vanessa's firm.
How does Vanessa charge for financial advice?
Vanessa's firm, PSI Capital Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Vanessa Zook based?
Vanessa Zook is based in Camp Hill, Pennsylvania.
What credentials does Vanessa Zook hold?
Vanessa Zook holds the CFP, MBA and RICP credentials.
Is Vanessa Zook registered with the SEC?
Yes. Vanessa Zook is registered as an investment adviser representative in PA (CRD 6111776), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.
How much does PSI Capital Management manage?
PSI Capital Management reports $384.8M across 1,414 accounts in assets under management.
How do I contact Vanessa Zook?
Through Vanessa's website, visitpsionline.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- 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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