Zinnia Wealth Advisory, LLC

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Client assets under management

$168,819,527

Clients

512

6% high-net worth

Advisors

of 11 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

256

Very High

Average account size

$329,726

About

Zinnia Wealth Advisory, LLC provides financial planning, discretionary portfolio management, and third‑party adviser selection to individuals, trusts, estates, charitable organizations, and business entities. The firm reports approximately $168.8 million in discretionary assets under management for roughly 512 clients.

Investment advice is delivered through tailored asset allocation and model portfolios implemented largely via sub‑advisers—Impact Partnership Wealth, LLC and Brookstone Capital Management, LLC—which provide trading, reporting, and back‑office support; the firm also prepares written financial plans. Offerings include both actively managed and buy‑and‑hold model strategies and access to real‑estate‑related solutions such as 1031 exchange planning, Delaware Statutory Trusts, and occasional private placements.

Noteworthy aspects disclosed in the Form ADV include an unusually high client load per advisor (more than 250 clients per adviser), reliance on sub‑advisers and custodial platforms to support that scale, and a formal referral program (the Zinnia Platinum Club) with arrangements to compensate promoters. The firm is affiliated with an insurance agency (Zinnia Wealth Management, LLC) whose licensed agents may sell commission‑based insurance and annuity products, and its brochure also discloses operational practices such as using AI tools to record and transcribe meetings (with an opt‑out option).

Client services

Financial planning Portfolio management Selection of other advisers

Expertise

General retirement planning Income planning Medicare planning

Fee options

Fixed

Fixed fees for financial planning services up to $20,000 annually

Percentage

$10,000 - $1,999,999: ZinniaWA: 1.00% + Brookstone Capital Management, LLC: 0.45% = Total 1.45% $2,000,000 - $3,999,999: ZinniaWA: 0.85% + Brookstone Capital Management, LLC: 0.45% = Total 1.30% $4,000,000+: ZinniaWA: 0.50% + Brookstone Capital Management, LLC: 0.45% = Total 0.95% $10,000 - $1,999,999: ZinniaWA: 1.30% + Impact Partnership Wealth, LLC: 0.15% = Total 1.45% $2,000,000 - $3,999,999: ZinniaWA: 1.15% + Impact Partnership Wealth, LLC: 0.15% = Total 1.30% $4,000,000+: ZinniaWA: 0.80% + Impact Partnership Wealth, LLC: 0.15% = Total 0.95%

Project-based

Up to $500/hour for financial planning services

Other

Account minimum: $10,000 Minimum fee: Financial planning fixed fees up to $20,000 annually; hourly fees up to $500/hour Fee-only: Financial planning fees charged on fixed or hourly basis; no commissions for advisory services.

Main office location

Zinnia Wealth Advisory, LLC

3220 Sw 33 Rd Rd

Ocala FL 34474, United States

Number of offices

Most active in

Florida

Disclosures

Business activities & affiliations

Is active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Is not active or affiliated with:

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.

Forms ADV

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

Quick links

LinkedIn Facebook Instagram YouTube Website 352-368-3680

Advisors at this firm

Paul A

Series 65

Ocala, FL

Zinnia Wealth Advisory, LLC

Paul Autodore is a financial advisor at Zinnia Wealth Advisory, LLC in Ocala, FL, holding a Series 65 designation with 10 years of industry experience. His prior roles include positions at Bankers Life Securities, Inc., ProEquities Inc, and BankersLife. Zinnia Wealth Advisory provides financial planning, discretionary portfolio management, and third-party adviser selection for individuals, trusts, estates, charitable organizations, and business entities. The firm manages approximately $146.6 million in discretionary assets and serves both high-net-worth and non-HNW clients, utilizing model portfolios and sub-advisers with a range of investment approaches.

General retirement planning Income planning Medicare planning

Charisse R

Series 65

Ocala, FL

Zinnia Wealth Advisory, LLC

Charisse Rivers is a financial advisor at Zinnia Wealth Advisory, LLC with 10 years of industry experience. She holds a Series 65 designation and previously worked at Central Florida Retirement Education, Integrated Financial Settlements, Retirement Wealth Advisors, and NFIC Group. Rivers is also a managing member and owner of an insurance agency affiliated with her firm. Zinnia Wealth Advisory provides financial planning, discretionary portfolio management, and third-party adviser selection for individuals, trusts, estates, charitable organizations, and business entities. The firm serves both high-net-worth and non-HNW clients using model portfolios and sub-advisers, offering a range of actively managed and buy-and-hold strategies.

General retirement planning Income planning Medicare planning

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