Firm
Zaki Financial
Indianapolis, Indiana
Fee-only
Zaki Financial at a glance
- One of 147 fee-only firms based in Indiana in the Wellspent graph.
- 2 advisors are listed here; 1 of 2 hold the CFP.
- Its Form ADV reports 3 employees and 40 individual clients, 8 of them high net worth.
- Its average account is about $169,000 (assets it manages divided by its 42 accounts).
- Its website says it's taking new clients.
Fee-only advisors in Indiana · What fee-only advisors charge in Indiana
Facts
| Based in | Indianapolis, Indiana |
|---|---|
| Website | zakifinancial.com |
| [email protected] | |
| Phone | (317) 208-5566 |
Zaki Financial fees
What the firm's own website says it charges, checked October 30, 2026. We keep a price only when the exact words stating it appear on the page.
| One-time plan | From $1,000 |
|---|---|
| Hourly | $250 an hour |
| How it charges | One-time plans or projects · Hourly |
In the firm's words
"$1,000 - $2,000" source
"$250 / hour" source
"A holistic, in-depth analysis of your entire financial life" source
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets · Hourly · Fixed fees |
|---|---|
| Assets managed | $7 million |
| Individual clients | 32 |
| High-net-worth clients | 8 |
| Accounts managed | 42 |
| Employees | 3 |
| Planning clients | 1-10 |
| Financial planning | Offered |
| Form ADV filed | March 23, 2026 |
| SEC record | CRD 297921 |