Zeke Anders
Planalto Financial LLC · Huntsville, Alabama
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.
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Specialties
Who they serve
- Cross-border families
- Pre-retirees
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 |
| Credentials | CFP |
| SEC registration | Investment adviser representative in AL · CRD 7317995 |
| Exams passed | Series 65 (2020) · Series 63 (2022) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | planaltofinancial.com |
| Profile |
How Zeke's firm compares
- Ongoing planning starts at $2,400 a year, below the US median of $4,500 for fee-only firms that publish prices.
- The hourly rate is $150, below the US median of $300 for fee-only firms that publish prices.
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Questions about Zeke
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- XY Planning Network directory listing : XYPN members are fee-only
- Planalto Financial 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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