Firm
Zulu Dreams Capital
Union City, New Jersey
Fee-only
Zulu Dreams Capital at a glance
- One of 217 fee-only firms based in New Jersey in the Wellspent graph.
- 2 advisors are listed here.
- Its Form ADV reports 2 employees and 22 individual clients.
- Its average account is about $192,000 (assets it manages divided by its 39 accounts).
Fee-only advisors in New Jersey · What fee-only advisors charge in New Jersey
Facts
| Based in | Union City, New Jersey |
|---|---|
| Website | zdcapital.net |
| Phone | (702) 324-2941 |
Zulu Dreams Capital fees
Zulu Dreams Capital 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 |
|---|---|
| Assets managed | $8 million |
| Individual clients | 22 |
| Accounts managed | 39 |
| Employees | 2 |
| Planning clients | 1-10 |
| Financial planning | Offered |
| Form ADV filed | April 30, 2026 |
| SEC record | CRD 313960 |
Advisors at this firm (2)
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