Zen Wealth Advisors, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$40,175,812
Total clients
54
52% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
54
Average account size
$743,997
About
Zen Wealth Advisors provides ongoing portfolio management and integrated financial planning primarily for individual and high-net-worth clients, and also accepts pension and profit-sharing plan clients. The firm offers written investment policy statements and works with clients on asset allocation, security selection, and regular portfolio monitoring rather than offering standalone financial plans.
The adviser employs fundamental analysis and a long-term trading approach, generally investing in mutual funds, ETFs, equities, fixed income and non‑U.S. securities, and typically requests discretionary authority to implement client strategies. Client accounts are reviewed at least quarterly and clients receive regular custodian reporting and fee invoicing.
Notably, the firm recently added pension consulting services and actively serves retirement plans—a service that is uncommon among independent solo advisers. The principal is also a licensed insurance agent who may receive commissions on insurance product sales, a potential conflict the firm discloses and documents alongside its proxy‑voting and code of ethics policies.
Client services
Expertise
Fee options
$0 - $1,000,000: 1.00% $1,000,001 - $3,000,000: 0.85% $3,000,001 - $5,000,000: 0.75% $5,000,001 - $10,000,000: 0.60% $10,000,001+: 0.50%
Commissions are not the primary source of compensation but are accepted for sale of investment products by supervised persons.
Account minimum: $100,000
Main office location
Zen Wealth Advisors, LLC
11 Apex Drive Suite 300 A
Marlborough MA 01752, United States
Number of offices
2
Most active in
Massachusetts
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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