Flynn Zito Capital Management, LLC

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Total assets under management

$672,264,058

Total clients

1,011

43% high-net worth

Total advisors

of 8 employees

Firm size

Team

4-10 advisors or $500M+ in AUM

Average clients per advisor

126

Average account size

$664,950

About

Flynn Zito Capital Management, LLC is a team-based registered investment adviser managing about $672 million for roughly 1,011 clients, primarily individuals and high-net-worth households, as well as retirement plan sponsors. The firm offers comprehensive wealth management, discretionary investment management, advice-only financial planning, retirement plan consulting, and access to several LPL-sponsored advisory programs.

Portfolios are customized and may include individual stocks, bonds, mutual funds, ETFs and options, with continuous monitoring and periodic rebalancing informed by fundamental, technical and cyclical analysis. The firm may employ derivatives (including option writing) and margin/borrowing in managed accounts and may engage third-party sub-advisers to implement portions of client strategies.

Distinctive features of the firm include its hybrid relationship with LPL Financial, where its investment adviser representatives are also registered representatives and brokerage transactions are implemented through LPL, and its use of LPL platform programs and operational support. Flynn Zito also distributes a monthly e-newsletter to advisory clients and combines discretionary portfolio management with occasional sub-adviser solutions, a service mix that differs from many peers in its category.

Client services

Financial planning Portfolio management Pension consulting Selection of other advisers Newsletters or periodicals

Fee options

Fixed

Flat fees generally range from $2,500 to $10,000 for financial planning, consulting, and retirement plan consulting

Percentage

$0+: Up to 1.75% annually for Comprehensive Wealth Management (maximum fee, negotiable) $0+: Up to 1.65% annually for Investment Management (maximum fee, negotiable) $0+: Up to 1.00% annually for Retirement Plan Consulting portion of fees (percentage of plan assets, case-by-case) $10,000 - $80,000: Minimum account size range for Model Wealth Portfolios Program (MWP) $10,000+: Minimum account size for Optimum Market Portfolios Program (OMP) $50,000+: Minimum account size for Manager Access Select Program (MAS) $100,000+: Minimum account size for Manager Access Network (MAN) $250,000+: Minimum account size for Personal Wealth Portfolios Program (PWP)

Commissions

Commissionable securities sales offered in non-advisory accounts; registered representatives earn commissions from sales

Project-based

Hourly fees up to $750/hour for financial planning, consulting, and retirement plan consulting

Other

Account minimum: $10,000 (for certain programs, varies by program; see details below) Fee-only: Hourly fees up to $750/hour; flat fees generally range from $2,500 to $10,000 for Advice Only Financial Planning & Consulting and Retirement Plan Consulting

Disclosures

Business activities & affiliations

Is 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.

Is not 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.

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.

Main office location

Flynn Zito Capital Management, LLC

585 Stewart Ave, Suite 620

Garden City NY 11530, United States

Number of offices

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

LinkedIn X YouTube Website (516) 746-9000

Advisors at this firm

Cole F

Series 63, Series 65

Garden City, NY

Flynn Zito Capital Management, LLC

Steven A

ChFC®, Series 63, Series 66

Garden City, NY

Flynn Zito Capital Management, LLC

Douglas F

CFP®, ChFC®, Series 63

Garden City, NY

Flynn Zito Capital Management, LLC

Stefan G

CFP®, Series 66

Garden City, NY

Flynn Zito Capital Management, LLC

Gary S

Series 63, Series 65

Cushing, ME

Flynn Zito Capital Management, LLC

Ryan H

CFP®, Series 63

Garden City, NY

Flynn Zito Capital Management, LLC

Richard Z

CFP®, Series 63

Garden City, NY

Flynn Zito Capital Management, LLC

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