Advisor at Zen Financial Planning, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Zen Financial Planning, LLC
Location
Andover, MA 01810
Credentials
CFP®, ChFC®, Series 66
Industry experience
6 years
Anthony Corsino is a financial advisor at Zen Financial Planning, LLC in Andover, MA, holding the CFP® and ChFC® designations with six years of industry experience. He previously worked at Merrill Lynch and Raytheon and serves as an adjunct lecturer for Regis College and Boston University’s Financial Planning Programs. Corsino also works as an independent insurance agent. Zen Financial Planning provides wealth management, financial planning, and consulting services to individuals, families, trusts, estates, and business owners. The firm offers customized investment strategies based on clients’ goals and risk tolerance, combining fundamental, technical, and cyclical analysis with Monte Carlo planning, and provides ERISA 3(21) retirement-plan advisory services.
Based on Zen Financial Planning, LLC
Based on Zen Financial Planning, LLC
Comprehensive Financial Plan fixed fee ranging from $3,500 to $10,000
$0 - $499,999: 1.25% $500,000 - $999,999: 1.15% $1,000,000 - $1,999,999: 1.00% $2,000,000 - $2,999,999: 0.90% $3,000,000+: 0.80%
Hourly Financial Planning and/or Consultation Services at $290 per hour
Account minimum: $500,000 household minimum (may be lowered or waived in certain instances) Fee-only: Comprehensive financial plan fixed fee ranging from $3,500 to $10,000; Hourly financial planning/consultation at $290 per hour
300 Brickstone Square, Suite 201
Andover, MA 01810
Maine · Massachusetts · New Hampshire
Greene Consulting Associates, LLC
2024 - Present (2 years)
Boston University
2023 - Present (3 years)
Regis College
2023 - Present (3 years)
Zen Finanical Planning, LLC
2023 - Present (3 years)
Merrill
2019 - 2023 (4 years)
Merrill
2019 - 2019 (1 year)
Raytheon
2017 - 2019 (2 years)
Raytheon
2015 - 2017 (2 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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