Firm
Zenith Financial Planning
Lenexa, Kansas
Fee-only
Zenith Financial Planning at a glance
- One of 98 fee-only firms based in Kansas in the Wellspent graph.
- 1 advisor is listed here, who holds the CFP.
- Its Form ADV reports 1 employee and 63 individual clients, 22 of them high net worth.
- Its average account is about $252,000 (assets it manages divided by its 249 accounts).
- Its website says it's taking new clients.
- It works with clients virtually as well as in person.
- Advice is offered in Spanish and English.
Fee-only advisors in Kansas · What fee-only advisors charge in Kansas
Facts
| Based in | Lenexa, Kansas |
|---|---|
| Website | zenithfp.com |
| Phone | (913) 585-0088 |
Zenith Financial Planning 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.
| Asset-based fee | 1% a year on the first tier of assets |
|---|---|
| How it charges | Percentage of assets |
In the firm's words
"1% on the first $2,000,000 we manage, then" source
"We charge a fee that's a percentage of the value of the investments we manage, which is debited directly from the account" 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 |
|---|---|
| Assets managed | $63 million |
| Individual clients | 41 |
| High-net-worth clients | 22 |
| Accounts managed | 249 |
| Employees | 1 |
| Planning clients | 51-100 |
| Financial planning | Offered |
| Form ADV filed | September 4, 2026 |
| SEC record | CRD 331585 |