Zachary Patzik
Burling Wealth Partners · Chicago, Illinois
Zachary Patzik is a fee-only financial advisor at Burling Wealth Partners in Chicago, Illinois, who holds the CFP and CFA credentials. Burling Wealth Partners reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Burling Wealth Partners |
|---|---|
| Based in | Chicago, Illinois |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $1.00B across 922 accounts |
| Credentials | CFP · CFA |
| SEC registration | Investment adviser representative in IL · CRD 7349426 |
| Firm size | 8 employees |
| Disclosures | None reported |
| Website | www.burlingwp.com |
How Zachary's firm compares
- Burling Wealth Partners's average account is about $1.1 million, from its Form ADV (assets managed divided by 922 accounts).
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Questions about Zachary
Is Zachary Patzik a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Zachary holds no broker registration, and Burling Wealth Partners 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, Burling Wealth Partners, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Zachary Patzik based?
Zachary Patzik is based in Chicago, Illinois.
What credentials does Zachary Patzik hold?
Zachary Patzik holds the CFP and CFA credentials.
Is Zachary Patzik registered with the SEC?
Yes. Zachary Patzik is registered as an investment adviser representative in IL (CRD 7349426), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Burling Wealth Partners manage?
Burling Wealth Partners reports $1.00B across 922 accounts in assets under management.
How do I contact Zachary Patzik?
Through Zachary's website, www.burlingwp.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
- 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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