Zynergy Retirement Planning

Zynergy Retirement Planning at a glance

• One of 217 fee-only firms based in New Jersey in the Wellspent graph.
• 5 advisors are listed here; 3 of 5 hold the CFP.
• Its Form ADV reports 6 employees and 172 individual clients, 52 of them high net worth.
• Its average account is about $293,000 (assets it manages divided by its 591 accounts).

Fee-only advisors in New Jersey · What fee-only advisors charge in New Jersey

Facts

Zynergy Retirement Planning fees

Zynergy Retirement Planning 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

Advisors at this firm (5)

• Grace Gallagher

• Janhvi Bhatt

  CFP

• Matthew Perri

  CFP

• Michela Zacharczyk

• Ryan Zacharczyk

  CFP

Other fee-only firms in Red Bank

• Atlas Private Wealth Advisors
• Buttfield & Associates
• H&s Tax and Wealth Advisors
• Lighthouse Financial Advisors, Inc.
• RDM Capital
• Salvus Wealth Management
• Stembrook Asset Management
• VAP Wealth Advisors

Fee-only advisors in New Jersey