Zachary Zwick
Three Bearings Fiduciary Advisors · Hampton, New Hampshire
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.
Request an introduction to Zachary →
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 | $350.7M across 547 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in FL, MA, ME, NH · CRD 6998612 |
| Exams passed | Series 65 (2018) |
| Firm size | 5 employees |
| Disclosures | None reported |
| Website | www.threebearings.com |
How Zachary's firm compares
- Three Bearings Fiduciary Advisors's average account is about $641,000, from its Form ADV (assets managed divided by 547 accounts).
Request an introduction to Zachary
Tell Zachary a little about what you're looking for. Zachary isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Zachary
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.
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.
See something wrong? Request a correction. Read our methodology.