Zachary Zwillinger
ZZ Planning LLC · New York, New York
Zachary Zwillinger is a fee-only financial advisor at ZZ Planning LLC in New York, New York, who holds the CFP and JD credentials. Zachary charges a flat fee or retainer and an ongoing planning fee (ongoing planning from $4,800 a year) and focuses on flat-fee planning, student loans and retirement planning.
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Specialties
Who they serve
- Early-career professionals
Facts
| Firm | ZZ Planning LLC |
|---|---|
| Based in | New York, New York |
| Fee model | Flat fee or retainer · Ongoing planning fee |
| Fees (firm's website) | Ongoing planning from $4,800 a year |
| Accepting new clients | Yes |
| Credentials | CFP · JD |
| SEC registration | Investment adviser representative in NY · CRD 8211363 |
| Exams passed | Series 65 (2025) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | zzplanning.com |
| Profile |
How Zachary's firm compares
- Ongoing planning starts at $4,800 a year, above the New York median of $3,600 for fee-only firms that publish prices.
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Questions about Zachary
Is Zachary Zwillinger a fee-only financial advisor?
Yes. Zachary Zwillinger is listed in the NAPFA directory (NAPFA admits only fee-only advisors) and the XY Planning Network directory (XYPN members are fee-only). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Zachary's firm.
How does Zachary charge for financial advice?
Zachary charges a flat fee or retainer and an ongoing planning fee.
How much does Zachary charge?
According to ZZ Planning LLC's website, checked October 28, 2026: ongoing planning from $4,800 a year.
Where is Zachary Zwillinger based?
Zachary Zwillinger is based in New York, New York.
What does Zachary specialize in?
Zachary's specialties include flat-fee planning, student loans, retirement planning and estate & legacy planning. Zachary works with early-career professionals.
What credentials does Zachary Zwillinger hold?
Zachary Zwillinger holds the CFP and JD credentials.
Is Zachary Zwillinger registered with the SEC?
Yes. Zachary Zwillinger is registered as an investment adviser representative in NY (CRD 8211363), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.
How do I contact Zachary Zwillinger?
Through Zachary's website, zzplanning.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- XY Planning Network directory listing : XYPN members are fee-only
- ZZ Planning LLC website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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