Zizzi Investments, LLC at a glance
- One of 361 fee-only firms based in Pennsylvania in the Wellspent graph.
- 2 advisors are listed here; all hold the CFP.
- Its Form ADV reports 3 employees and 78 individual clients, 21 of them high net worth.
- Its average account is about $195,000 (assets it manages divided by its 231 accounts).
Fee-only advisors in Pennsylvania · What fee-only advisors charge in Pennsylvania
Facts
| Based in | Mechanicsburg, Pennsylvania |
|---|---|
| Website | zizzi-invest.com |
| [email protected] | |
| Phone | (717) 961-9456 |
Questions about Zizzi Investments, LLC
How is Zizzi Investments, LLC paid?
Zizzi Investments, LLC's Form ADV says it is paid by: percentage of assets, hourly, fixed fees.
How many advisors does Zizzi Investments, LLC have in the Wellspent public graph?
The Wellspent public graph lists 2 advisors at Zizzi Investments, LLC, and 2 hold the CFP.
What is the average account at Zizzi Investments, LLC?
Zizzi Investments, LLC's average account is about $195,000. That's the assets on its Form ADV divided by its 231 accounts.
What does Zizzi Investments, LLC specialize in?
Zizzi Investments, LLC's advisors and website list small business owners.
Zizzi Investments, LLC fees
Zizzi Investments, LLC doesn't publish its prices on its website, or we couldn't confirm them word for word. Its website says it charges by: ongoing planning fee, one-time plans or projects. 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 · Fixed fees |
|---|---|
| Assets managed | $45 million |
| Individual clients | 57 |
| High-net-worth clients | 21 |
| Accounts managed | 231 |
| Employees | 3 |
| Planning clients | 51-100 |
| Financial planning | Offered |
| Form ADV filed | October 13, 2026 |
| SEC record | CRD 322664 |