Advisor at Zenith Wealth Advisors
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Firm
Zenith Wealth Advisors
Location
Scottsdale, AZ 85251
Credentials
Series 65, Series 66
Industry experience
7 years
Parker Foltz is a financial advisor at Zenith Wealth Advisors in Scottsdale, AZ, holding Series 65 and Series 66 credentials with seven years of industry experience. He previously worked for Bank of America and Merrill from 2015 to 2025. Foltz is also a co-owner of a family rental property in Tempe, Arizona. Zenith Wealth Advisors serves individuals, trusts, estates, retirement plans, and business entities, offering portfolio management, financial planning, and Family Office services. The firm uses a range of investment vehicles and incorporates both traditional and technical strategies, with approximately $303 million in discretionary assets as of the end of 2024.
Based on Zenith Wealth Advisors
Flat fees for financial planning range from $2,500 to $10,000; Family Office services have fixed annual fees ranging from $100,000 to $750,000.
$0 - $1,000,000: 1.25% $1,000,001 - $3,000,000: 0.90% $3,000,001 - $5,000,000: 0.60% $5,000,001 - $7,500,000: 0.50% $7,500,001 - $10,000,000: 0.45% $10,000,001 - $20,000,000: 0.40% $20,000,001 - $30,000,000: 0.35% $30,000,001+: 0.30%
Financial planning and consulting hourly fee up to $350; Family Office hourly fee up to $2,500.
Minimum fee: Minimum annual flat fee of $10,000, which will not exceed 3% of assets under management; waivable at firm's discretion. Fee-only: Financial planning and consulting fees charged hourly or flat; flat fees range from $2,500 to $10,000; hourly maximum fee $350.
4900 N. Scottsdale Road, Ste 1500
Scottsdale, AZ 85251
Arizona
Zenith Wealth Advisors
2025 - Present (1 year)
Bank Of America, N.a.
2015 - 2025 (10 years)
Merrill
2015 - 2025 (10 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
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.
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.
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.
CFP®, Series 63, Series 65, Series 66
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CFP®, Series 63, Series 66
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Series 65
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CFP®, Series 63
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Musser Financial Planning, LLC
Series 63, Series 65
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FMT Investment Advisory
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Scottsdale, AZ
Karpinski Financial, LLC
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