# Zealth Planning, LLC

> Zealth Planning, LLC is a state-registered investment advisory firm in Ontario, CA, registered since 2025, with no regulatory assets under management reported in its Form ADV filing dated February 6, 2026.

- CRD: 336569
- Filed as: ZEALTH PLANNING, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Ontario, CA
- Filing period: October 2026
- Form ADV filing dated: February 6, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/336569
- AdvisorCensus page: https://advisorcensus.com/firm/zealth-planning-llc-ontario-ca-336569

## Quick answers

**How is Zealth Planning, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Zealth Planning, LLC reports these compensation arrangements: fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Zealth Planning, LLC located?**
Zealth Planning, LLC's principal office is in Ontario, CA, according to its Form ADV.

**Is Zealth Planning, LLC registered with the SEC or a state?**
Zealth Planning, LLC is a state-registered investment advisory firm, registered since 2025. Status as filed: APPROVED. CRD 336569.

**Does Zealth Planning, 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/336569

## From the Form ADV filing

### Compensation (Item 5.E)
- Fixed fees (other than subscription fees)

### Advisory services (Item 5.G)
- Financial planning services

### Firm details
- Registered since: 2025 (0 years)
- Employees: 2 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA
- 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. Zealth Planning, LLC (CRD 336569): Form ADV filing data as of October 2026.