# Zachary Financial Consultants LLC

> Zachary Financial Consultants LLC is a state-registered investment advisory firm in Palm Beach Gardens, FL, registered since 2021, with no regulatory assets under management reported in its Form ADV filing dated February 18, 2026.

- CRD: 316648
- Filed as: ZACHARY FINANCIAL CONSULTANTS LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Palm Beach Gardens, FL
- Filing period: October 2026
- Form ADV filing dated: February 18, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/316648
- AdvisorCensus page: https://advisorcensus.com/firm/zachary-financial-consultants-llc-palm-beach-gardens-fl-316648

## Quick answers

**How is Zachary Financial Consultants LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Zachary Financial Consultants LLC reports these compensation arrangements: other.

**Where is Zachary Financial Consultants LLC located?**
Zachary Financial Consultants LLC's principal office is in Palm Beach Gardens, FL, according to its Form ADV.

**Is Zachary Financial Consultants LLC registered with the SEC or a state?**
Zachary Financial Consultants LLC is a state-registered investment advisory firm, registered since 2021. Status as filed: APPROVED. CRD 316648.

**Does Zachary Financial Consultants LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/316648

## From the Form ADV filing

### Compensation (Item 5.E)
- Other

### Advisory services (Item 5.G)
- Financial planning services
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2021 (4 years)
- Employees: 2 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL, NY
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Zachary Financial Consultants LLC (CRD 316648): Form ADV filing data as of October 2026.