Zenith Financial Planning Inc
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$42,217,933
Clients
72
38% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
72
Very HighAverage account size
$586,360
About
Zenith Financial Planning provides financial planning and ongoing portfolio management for individuals, high-net-worth clients, pension and profit-sharing plans, and small businesses. Its planning work covers retirement, tax, estate, insurance, college savings, cash flow, debt management and business planning, and clients receive a written or electronic financial plan as part of the service.
The firm primarily uses a passive investment approach, constructing portfolios from index mutual funds and ETFs to target asset-class allocations with low turnover and tax efficiency. It also employs fundamental, technical, cyclical and charting analysis to inform portfolio construction and trading decisions and generally manages client accounts on a discretionary basis with comprehensive planning included in advisory services.
Distinctive features include its recent establishment in 2024 and reported discretionary assets under management of approximately $47.7 million as of March 31, 2026, placing it among smaller independent advisers. The firm makes use of educational conferences and events made available through its custodian relationship to support advisor education and client-facing programming—a capability less common among independent peers—and discloses it does not currently maintain professional liability insurance.
Client services
Financial planning
Portfolio management
Educational seminars or workshops
Expertise
General retirement planning
Cash flow / budgeting
College savings (529s, UTMA, etc.)
Fee options
$0 - $2,000,000: 1.00% $2,000,000 - $5,000,000: 0.75% $5,000,000 - $10,000,000: 0.55% $10,000,000+: 0.40%
Main office location
Zenith Financial Planning Inc
Lenexa KS, United States
Number of offices
1
Most active in
Zenith Financial Planning Inc has reported serving >5 clients in these states in the last 12 months.
Florida · Kansas · Missouri · Texas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
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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