# Zeke Anders

> Zeke Anders is a fee-only financial advisor at Planalto Financial LLC in Huntsville, Alabama, who holds the CFP credential. Zeke charges a flat fee or retainer, hourly fees and an ongoing planning fee (ongoing planning from $2,400 a year and $150 an hour) and focuses on international & expat planning, retirement planning and estate & legacy planning.

Page: https://find.wellspent.co/advisors/zeke-anders/
Built from public directory listings; last checked April 21, 2026.

## Facts

- **Firm:** Planalto Financial LLC
- **Based in:** Huntsville, Alabama
- **Fee model:** Flat fee or retainer; Hourly; Ongoing planning fee
- **Fees (firm's website):** ongoing planning from $2,400 a year; $150 an hour
- **Accepting new clients:** Yes (firm's website)
- **Credentials:** CFP
- **Specialties:** International & expat planning, Retirement planning, Estate & legacy planning, Tax planning, Flat-fee planning
- **Works with:** Cross-border families, Pre-retirees
- **CRD:** 7317995 (https://adviserinfo.sec.gov/individual/summary/7317995)
- **SEC registration:** Investment adviser representative in AL
- **Exams passed:** Series 65 (2020), Series 63 (2022)
- **Firm size:** 1 employee
- **Disclosures:** None reported
- **Website:** https://planaltofinancial.com

## Frequently asked questions

### Is Zeke Anders a fee-only financial advisor?

Yes. Zeke Anders is listed in 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 Zeke's firm.

### How does Zeke charge for financial advice?

Zeke charges a flat fee or retainer, hourly fees and an ongoing planning fee.

### How much does Zeke charge?

According to Planalto Financial LLC's website, checked October 28, 2026: ongoing planning from $2,400 a year; $150 an hour.

### Where is Zeke Anders based?

Zeke Anders is based in Huntsville, Alabama.

### What does Zeke specialize in?

Zeke's specialties include international & expat planning, retirement planning, estate & legacy planning, tax planning and flat-fee planning. Zeke works with cross-border families and pre-retirees.

### What credentials does Zeke Anders hold?

Zeke Anders holds the CFP credential.

### Is Zeke Anders registered with the SEC?

Yes. Zeke Anders is registered as an investment adviser representative in AL (CRD 7317995), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.

### How do I contact Zeke Anders?

Through Zeke's website, planaltofinancial.com.

## Sources

- XY Planning Network directory listing (https://www.xyplanningnetwork.com/find-an-advisor/zeke-anders-26191): XYPN members are fee-only
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 27, 2026
- The firm's website (https://www.planaltofinancial.com/): specialties, clients served, and fees, checked October 28, 2026

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