Zachary Holtmeier
Union Strategic Advisors · Blue Ash, Ohio
Zachary Holtmeier is a fee-only financial advisor at Union Strategic Advisors in Blue Ash, Ohio. Zachary focuses on estate & legacy planning and small business owners. Union Strategic Advisors reports charging a percentage of assets and fixed fees on its Form ADV.
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Specialties
Who they serve
- Founders
- Executives
- Retirees
Facts
| Firm | Union Strategic Advisors |
|---|---|
| Based in | Blue Ash, Ohio |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $371.6M across 1,443 accounts |
| SEC registration | Investment adviser representative in OH · CRD 5856117 |
| Exams passed | Series 66 (2016) |
| Firm size | 4 employees |
| Disclosures | None reported |
| Website | www.unionstrategic.com |
| Profile |
How Zachary's firm compares
- Union Strategic Advisors's average account is about $258,000, from its Form ADV (assets managed divided by 1,443 accounts).
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Questions about Zachary
Is Zachary Holtmeier a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Zachary holds no broker registration, and Union Strategic Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Zachary charge for financial advice?
Zachary's firm, Union Strategic Advisors, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Zachary Holtmeier based?
Zachary Holtmeier is based in Blue Ash, Ohio.
What does Zachary specialize in?
Zachary's specialties include estate & legacy planning and small business owners. Zachary works with founders, executives and retirees.
Is Zachary Holtmeier registered with the SEC?
Yes. Zachary Holtmeier is registered as an investment adviser representative in OH (CRD 5856117), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Union Strategic Advisors manage?
Union Strategic Advisors reports $371.6M across 1,443 accounts in assets under management.
How do I contact Zachary Holtmeier?
Through Zachary's website, www.unionstrategic.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
- Union Strategic Advisors 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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