Zachary Welborn
Manske Wealth Management · Houston, Texas
Zachary Welborn is a fee-only financial advisor at Manske Wealth Management in Houston, Texas. Manske Wealth Management reports charging a percentage of assets and fixed fees on its Form ADV.
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Facts
| Firm | Manske Wealth Management |
|---|---|
| Based in | Houston, Texas |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $707.3M across 502 accounts |
| SEC registration | Investment adviser representative in TX · CRD 6722972 |
| Exams passed | Series 65 (2017) |
| Firm size | 13 employees |
| Disclosures | None reported |
| Website | www.manskewealth.com |
| Profile |
How Zachary's firm compares
- Manske Wealth Management's average account is about $1.4 million, from its Form ADV (assets managed divided by 502 accounts).
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Questions about Zachary
Is Zachary Welborn a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Zachary holds no broker registration, and Manske Wealth Management 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, Manske Wealth Management, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Zachary Welborn based?
Zachary Welborn is based in Houston, Texas.
Is Zachary Welborn registered with the SEC?
Yes. Zachary Welborn is registered as an investment adviser representative in TX (CRD 6722972), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Manske Wealth Management manage?
Manske Wealth Management reports $707.3M across 502 accounts in assets under management.
How do I contact Zachary Welborn?
Through Zachary's website, www.manskewealth.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Houston
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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