Advisor at Zonka & Associates, Inc.
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
Zonka & Associates, Inc.
Location
Indialantic, FL
Credentials
CFP®, Series 63, Series 65
Industry experience
20 years
Milo Zonka is a CFP® professional with 20 years of industry experience, operating as the principal of Zonka & Associates, Inc., an independent advisory firm. Prior to founding the firm, he worked with the Brevard County Property Appraiser and currently holds management and ownership roles in several aviation-related businesses, including Shelair Aviation as a real estate development manager. Zonka also serves as president of Caxy Aerospace, Inc., and is a part-owner of Cherokee Wings, LLC. Zonka & Associates provides investment advisory services to individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and business entities. The firm customizes portfolios based on client objectives and risk tolerance, employing a combination of fundamental and technical analyses, and offers specialized pension consulting and institutional portfolio management services.
Based on Zonka & Associates, Inc.
Based on Zonka & Associates, Inc.
Financial planning and consulting fixed fees range from $300 to $50,000, negotiable; pension consulting fees range from $1,000 to $10,000, negotiated case-by-case.
0.15% to 1.25% annually depending on assets under management, type and complexity of services, and level of administration requested
Insurance commissions earned by persons affiliated with the firm who are licensed insurance agents; commissions are separate and in addition to advisory fees.
$150 per hour for financial planning and consulting services.
Account minimum: No minimum stated; firm notes no minimum required to open an account but reserves right to terminate accounts deemed too small to manage effectively. Fee-only: Financial planning and consulting hourly fee $150/hour; fixed fees range from $300 to $50,000, negotiable.
Indialantic, FL
Florida
Sheltair Aviation
2019 - Present (7 years)
Caxy Aerospace, Inc.
2018 - Present (8 years)
Cherokee Wings, Llc
2018 - Present (8 years)
Zonka & Associates, Inc.
2016 - Present (10 years)
Brevard County Property Appraiser
2013 - 2019 (6 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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