# Zenith Financial Planning Inc

> Zenith Financial Planning Inc is a state-registered investment advisory firm, registered since 2024, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated September 4, 2026.

- CRD: 331585
- Filed as: ZENITH FINANCIAL PLANNING INC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Filing period: October 2026
- Form ADV filing dated: September 4, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/331585
- AdvisorCensus page: https://advisorcensus.com/firm/zenith-financial-planning-inc-331585

## Quick answers

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

**Is Zenith Financial Planning Inc registered with the SEC or a state?**
Zenith Financial Planning Inc is a state-registered investment advisory firm, registered since 2024. Status as filed: APPROVED. CRD 331585.

**How much does Zenith Financial Planning Inc manage?**
Zenith Financial Planning Inc reports $62,639,950 in regulatory assets under management in its Form ADV filing dated September 4, 2026 (100% discretionary).

**What types of clients does Zenith Financial Planning Inc serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (41); high net worth individuals (22).

**Does Zenith Financial Planning Inc 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/331585

**What changed in Zenith Financial Planning Inc's recent Form ADV filings?**
In the October 2026 filing data: Registered or notice-filed in CA.

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $62,639,950
- Discretionary: $62,639,950
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 41 | $752,535 |
| High net worth individuals | 22 | $61,887,415 |

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

### Firm details
- Registered since: 2024 (2 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, FL, KS, LA, MO
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

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

## Changes in the filing (last 12 months)

### October 2026
- Registered or notice-filed in CA.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Zenith Financial Planning Inc (CRD 331585): Form ADV filing data as of October 2026.