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ZEN FINANCIAL PLANNING, LLC

CRD 323165

Visit website

300 BRICKSTONE SQUARE, SUITE 201, ANDOVER, MA, 01810, United States

Phone

978-216-9941

Fax

—

Registration

— (—)

Source

State registered

Total AUM

$13.0M

Discretionary AUM

$13.0M

Team

1 total employees; 1 advisory reps; 2 broker-dealer reps

Clients

1-10

Fees

Percentage of AUM; Hourly charges

Org form

Limited Liability Company

Filing date

2026-01-28

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Pension consulting

Client types

TypeClientsAUM
Individuals19$6.4M
High net worth individuals2$6.6M

All web addresses on file

Official SEC filing: View on IAPD