Firm
Zenith Wealth Management
Orlando, Florida
Fee-only
Zenith Wealth Management at a glance
- One of 570 fee-only firms based in Florida in the Wellspent graph.
- 1 advisor is listed here.
- Its Form ADV reports 1 employee and 6 individual clients.
- Its average account is about $31,000 (assets it manages divided by its 11 accounts).
- Its hourly rate of $50 is below the Florida median of $300.
Fee-only advisors in Florida · What fee-only advisors charge in Florida
Facts
| Based in | Orlando, Florida |
|---|---|
| Website | zenith-wealthmanagement.com |
| Phone | (319) 929-4874 |
Zenith Wealth Management 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.
| Hourly | $50 an hour |
|---|---|
| Asset-based fee | 1% a year on the first tier of assets |
| How it charges | Percentage of assets · Hourly · One-time plans or projects |
In the firm's words
"$50 per hour" source
"1% annual management fee of Client's Assets Under Management (AUM)" source
"1% annual management fee of Client's Assets Under Management (AUM)" source
"Zenith can provide a one-time, comprehensive plan for you to execute." 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 |
|---|---|
| Assets managed | $0 million |
| Individual clients | 6 |
| Accounts managed | 11 |
| Employees | 1 |
| Planning clients | 1-10 |
| Financial planning | Offered |
| Form ADV filed | March 18, 2026 |
| SEC record | CRD 309579 |