# ZZ Planning LLC

> ZZ Planning LLC is a state-registered investment advisory firm, registered since 2026, reporting under $25 million in regulatory assets under management in its Form ADV filing dated April 29, 2026.

- CRD: 340329
- Filed as: ZZ PLANNING LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in New York
- Filing period: October 2026
- Form ADV filing dated: April 29, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/340329
- AdvisorCensus page: https://advisorcensus.com/firm/zz-planning-llc-340329

## Quick answers

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

**Is ZZ Planning LLC registered with the SEC or a state?**
ZZ Planning LLC is a state-registered investment advisory firm, registered since 2026. Status as filed: APPROVED. CRD 340329.

**How much does ZZ Planning LLC manage?**
ZZ Planning LLC reports $0 in regulatory assets under management in its Form ADV filing dated April 29, 2026.

**Does ZZ 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/340329

## From the Form ADV filing

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

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

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

### Firm details
- Registered since: 2026 (0 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: NY
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- zzplanning.com
- Facebook @ZZ-Planning-LLC
- Facebook @whynotzsz
- LinkedIn @zz-planning-llc
- LinkedIn @zachary-zwillinger

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. ZZ Planning LLC (CRD 340329): Form ADV filing data as of October 2026.