# Zen Financial Planning, LLC

> Zen Financial Planning, LLC is a state-registered investment advisory firm in York, ME, registered since 2023, reporting under $25 million in regulatory assets under management in its Form ADV filing dated August 3, 2026.

- CRD: 323165
- Filed as: ZEN FINANCIAL PLANNING, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: York, ME
- Filing period: October 2026
- Form ADV filing dated: August 3, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/323165
- AdvisorCensus page: https://advisorcensus.com/firm/zen-financial-planning-llc-york-me-323165

## Quick answers

**How is Zen Financial Planning, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Zen Financial Planning, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Zen Financial Planning, LLC located?**
Zen Financial Planning, LLC's principal office is in York, ME, according to its Form ADV.

**Is Zen Financial Planning, LLC registered with the SEC or a state?**
Zen Financial Planning, LLC is a state-registered investment advisory firm, registered since 2023. Status as filed: APPROVED. CRD 323165.

**How much does Zen Financial Planning, LLC manage?**
Zen Financial Planning, LLC reports $14,107,470 in regulatory assets under management in its Form ADV filing dated August 3, 2026 (100% discretionary).

**What types of clients does Zen Financial Planning, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (18); high net worth individuals (4).

**Does Zen Financial 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/323165

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges

### Regulatory assets under management (Item 5.F)
- Total: $14,107,470
- Discretionary: $14,107,470
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 18 | $4,935,020 |
| High net worth individuals | 4 | $9,172,450 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services

### Firm details
- Registered since: 2023 (3 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: MA, ME, NH
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- zenfp.com

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Zen Financial Planning, LLC (CRD 323165): Form ADV filing data as of October 2026.