Zachary Whitchurch
Solidarity Wealth · Lehi, Utah
Zachary Whitchurch is a fee-only financial advisor at Solidarity Wealth in Lehi, Utah, who holds the CFP credential. Zachary focuses on founders (pre-exit), tax planning and estate & legacy planning. Solidarity Wealth reports charging a percentage of assets, a subscription and fixed fees on its Form ADV.
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Specialties
Who they serve
- Founders
- Executives
- HENRY (High Earners, Not Rich Yet)
- Ultra high net worth
- Multi-generational families
Facts
| Firm | Solidarity Wealth |
|---|---|
| Based in | Lehi, Utah |
| Fee model (firm's Form ADV) | Percentage of assets · Subscription · Fixed fees |
| Accepting new clients | Yes |
| Assets under management | $704.2M across 1,019 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in TX, UT · CRD 5604111 |
| Exams passed | Series 66 (2009) |
| Firm size | 12 employees |
| Disclosures | None reported |
| Website | www.solidaritywealth.com |
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Questions about Zachary
Is Zachary Whitchurch a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Zachary holds no broker registration, and Solidarity Wealth 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, Solidarity Wealth, reports charging a percentage of assets, a subscription and fixed fees on its SEC Form ADV.
Where is Zachary Whitchurch based?
Zachary Whitchurch is based in Lehi, Utah.
What does Zachary specialize in?
Zachary's specialties include founders (pre-exit), tax planning, estate & legacy planning and family wealth transfer. Zachary works with founders, executives, HENRY (High Earners, Not Rich Yet), ultra high net worth and multi-generational families.
What credentials does Zachary Whitchurch hold?
Zachary Whitchurch holds the CFP credential.
Is Zachary Whitchurch registered with the SEC?
Yes. Zachary Whitchurch is registered as an investment adviser representative in TX and UT (CRD 5604111), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Solidarity Wealth manage?
Solidarity Wealth reports $704.2M across 1,019 accounts in assets under management.
How do I contact Zachary Whitchurch?
Through Zachary's website, www.solidaritywealth.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
- Solidarity Wealth 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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