Firm
Zarathustra Wealth Management
Providence, Rhode Island
Fee-only
Zarathustra Wealth Management at a glance
- One of 38 fee-only firms based in Rhode Island in the Wellspent graph.
- 1 advisor is listed here.
- Its Form ADV reports 1 employee and 20 individual clients.
- Its average account is about $150,000 (assets it manages divided by its 20 accounts).
Facts
| Based in | Providence, Rhode Island |
|---|---|
| Phone | (401) 529-7971 |
Zarathustra Wealth Management fees
Zarathustra Wealth Management doesn't publish its prices on its website, or we couldn't confirm them word for word. Ask for its Form ADV Part 2A, which must describe its fees.
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 |
|---|---|
| Assets managed | $3 million |
| Individual clients | 20 |
| Accounts managed | 20 |
| Employees | 1 |
| Planning clients | 11-25 |
| Financial planning | Offered |
| Form ADV filed | November 18, 2024 |
| SEC record | CRD 330510 |