# Zachary Zwick

> Zachary Zwick is a fee-only financial advisor at Three Bearings Fiduciary Advisors in Hampton, New Hampshire, who holds the CFP credential. Three Bearings Fiduciary Advisors reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/zachary-zwick/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** Three Bearings Fiduciary Advisors
- **Based in:** Hampton, New Hampshire
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $350.7M across 547 accounts
- **Credentials:** CFP
- **CRD:** 6998612 (https://adviserinfo.sec.gov/individual/summary/6998612)
- **SEC registration:** Investment adviser representative in FL, MA, ME, NH
- **Exams passed:** Series 65 (2018)
- **Firm size:** 5 employees
- **Disclosures:** None reported
- **Website:** http://www.threebearings.com

## Frequently asked questions

### Is Zachary Zwick a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Zachary holds no broker registration, and Three Bearings Fiduciary 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, Three Bearings Fiduciary Advisors, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Zachary Zwick based?

Zachary Zwick is based in Hampton, New Hampshire.

### What credentials does Zachary Zwick hold?

Zachary Zwick holds the CFP credential.

### Is Zachary Zwick registered with the SEC?

Yes. Zachary Zwick is registered as an investment adviser representative in FL, MA, ME and NH (CRD 6998612), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Three Bearings Fiduciary Advisors manage?

Three Bearings Fiduciary Advisors reports $350.7M across 547 accounts in assets under management.

### How do I contact Zachary Zwick?

Through Zachary's website, www.threebearings.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/6998612): 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 and Form ADV: registration, exams, and firm facts, data as of October 29, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.