Adrienne graduated from Howard University with a Bachelor of Business Administration degree in Accounting and a Master of Business Administration. NO MATCH FEE. Chelsea graduated from Syracuse University with a Bachelor of Science degree in Finance. As a financial advisory firm, Zenith Wealth Advisors can provide a variety of financial planning services for Americans. This is just the beginning. circumstances, the amount you allocate for short, medium and long Securities are exchangable fiscal assets such as bonds, equities and options.The firm's main office is located at 15169 N. Scottsdale Road, Scottsdale, Arizona 85254. DIRECTORY OF REGISTERED ADVISORS. About Us Zenith Wealth Partners About Us Our Story Frustrated by the lack of accessible, high-quality financial education and advice, Zenith Wealth Partners was founded as an independent, fee-only, fiduciary investment management and financial planning firm. Our matching tool has connected more individuals with financial advisors their income through the fees paid by you, they are also compensated In this role, Lucas met with dozens of VCs and became deeply familiar with the investing process and mindset. Zenith Advisory Group 3015 Newmark Drive, Miamisburg, OH 45342 P937.312.8171 | F937.288.8090, Find The Opportunities You've Been Looking For With APlan For Your Retirement, Zenith Advisory Group is a registered investment adviser with the state of Ohio, Iowa, MO,and may only transact business with residents of those states, or residents of other states where otherwise legally permitted subject to exemption or exclusion from registration requirements. As the result, many self-administered Taft-Hartley trust funds and third-party administrators like Zenith American need easy-to-use, cost-effective, data-driven systems for a . 2400 Market St #216, Philadelphia, PA 19103, Monthly Investment Insights November 2022, Welcome to the Team Adrienne and Fahmin. designations are worthy of your attention as they follow a rigorous There are no limitations to who deserves We do not share your information with anyone other than the financial advisors are matched to as per your requirements. To match you with top Zenith Wealth Advisors is legally permitted to serve customers in the state of Arizona. make certain recommendations to clients in order to make a commission. Flagstaff. are more suited to their financial requirements and goals. Twitter Instagram Linkedin. Advisors, Important qualification criteria that is regulated and monitored by various Matched to a Vetted Advisor, Financial Call Us: (480) 620-6907. . By strengthening the industrys talent pipeline and creating a home for advisors who have been historically discriminated against, we believe we can have a positive ripple effect for decades to come. She believes it is her job to identify and cater her style to their needs. We are a team of financial adviser See more 961 people like this 968 people follow this 9 people checked in here http://www.zenithwealth.com.au/ +61 3 6431 8466 office@zenithwealth.com.au Closed now 9:00 AM - 5:00 PM Financial Service designations. much do you need for retirement? Modern strategies for todays financial market, personalized to your goals. Zenith Wealth Advisors is based in Scottsdale, Arizona More to find your advisor matches today. Zenith Wealth Advisors is legally permitted to serve customers in the state of Arizona. Dan Thompson, CEO Zenith Wealth Advisors, 15169 N. Scottsdale Road, Suite 205Scottsdale, AZ 85254info@zenithwealthadvisors.com(480) 999-9900. Learn more. As a Prudential Zenith financial advisor, aside from nurturing your own customer base, you can also . Retirement To report any data inconsistencies or errors, please contact FMG Suite is not affiliated with the named The opinions expressed and When you meet with Alli, make sure to ask her about the Adirondacks, where she discovered her love for camping and hiking (and somehow survives without electricity or cell service!). She sits on the National CPA Financial Literacy Commission, leading the CPA profession in a national effort to advance the financial literacy of Americans. Zenith Wealthex offers MetaTrader5 accounts to its clients; MetaTrader4 is not available. View latest Form ADV filed Part 2 Brochures Part 3 Relationship Summary. Jason grew up in Michigan and holds a Bachelor of Science degree in Politics from Princeton University. How investment adviser representatives (RIA/IARs) that have elected to participate in our matching The Right Financial Advice For Every Stage Of Life. your income for short-term savings and long-term investments, it is Zenith Wealth Management manages $152,878.00 and provides investment advisory services for 3 clients (1:3 advisor/client ratio). She is purposed with helping close the economic gaps among her community. problem, and do what they can to differentiate themselves from their Firms that receive a 4.5 or 5-star rating are considered Trusted by investor.com. We pride ourselves on having the best, diverse team of Financial Planners and Wealth Management professionals. Our services within M&A includes a holistic support in the entire M&A process from sales-maturing, process preparation, due diligence, negotiation and everything in . for short-term or one-time advice. Our values aren't just important - they are at the cornerstone of everything we do. As a TPA, Zenith American Solutions must keep up with the technology trends and innovations to continue providing best-in-class services to our clients and their members. A financial advisor's fees largely are based on which service is provided. Fees vary between financial advisors in Arizona, so it's important to make sure you understand their fee structure. Click here to find your advisor matches today. 12b-1 fees increase the total annual cost of owning a mutual fund with no guarantee of higher returns. the financial service they are interested in. policies, or making certain referrals or transactions. He also learned how to evaluate VC fit with his own company, considering factors including investment thesis alignment and cultural fit. A Retirement Planning Guide for To explore her love of understanding human behavior, she obtained her Masters in Psychological Studies from Seton Hall University. To best serve her clients Fahmin first seeks to understand ones relationship with money. sale of any security. interests are considered to be primarily in line with those of their Portfolio Size: $960K. Zenith Wealth Advisors is an Arizona Trade Name filed On August 21, 2009. All requests for updated information should also be reported directly to the SEC and/or FINRA. Zenith Wealth Advisors performs a set of services, such as financial planning services, portfolio management for individuals and small businesses and pension consulting services. firms or advisors. print Subscribe 2400 Market St #216, Philadelphia, PA . Firm Profile Information. Chief Compliance Officer & Relationship Manager at Zenth Wealth Advisors Surprise, Arizona, United States 272 connections. Stocks vs. Growth Stocks, Wealth She sits on the Young Whitman Advisory Council for the Whitman School of Management at Syracuse University. Get Matched to a Vetted Others may charge an hourly fee, which generally runs between $100 and 400 per hour. Advisors who earn commissions may be incentivized to Our analysis contains data as of November 16, 2022, and the specific qualifiers for the Top Financial Advisor Firms (RIAs) in Arizona are as followed: Must be . not review the ongoing performance of any RIA/IAR, participate in the management of any users Advisors | Zenith Investment Meet Our Team Jacob Chaparro Lead Advisor / President / CIO San Diego CA Jacob C. Chaparro is the firm's President and CIO. 450 Lexington Ave. 4th Floor. This profile may include a firm or advisor that has a business relationship with SmartAsset, in Advisors are primarily differentiated by the financial To stay up-to-date with all the latest from Zenith Wealth Partners, sign up for our newsletter. We have a wealth of experience within international M&A transactions through our unique global network. and advisor preferences, which are all important topics to consider when choosing a financial advisor. The career of a Prudential Zenith financial advisor is highly independent; it delivers high returns for hard work. Fixed fees usually range from $1,000 to $3,000. We are a 100% minority-owned business on a mission to eliminate systemic wealth inequality by delivering accessible, objective advice that creates financial success for our clients. Occasionally, advisors earn commissions from selling financial products, such as securities or insurance There are no guarantees that working with an adviser will yield positive returns. Our matching tool simplifies the process of finding a financial advisor. Ultimately, to understand the underlying costs of advisory services, we always recommend asking for an itemized fees breakdown and reading the firm's ADV Part 2 Brochure (Item 5, "Fees and Compensation"). Alli Masoero joined Zenith in 2022 as a Lead Financial Planner. Fahmin graduated from Montclair State University with a BA in Political Science and minors in Public Administration and Business. Bart started his career in financial services with Ernst & Young. She passed her CFP exam shortly thereafter and has been advising clients ever since. Zenith Wealth Advisors is a financial advisory firm headquartered in Scottsdale, Arizona. services are limited to referring users to third party registered investment advisers and/or Catchphrases, including "fee-only," can be helpful; however, Americans often get confused with competitors promoting "fee-based" in response. A copy of this Brochure may be received by contacting the company at (937) 312-8171. You Hire An Advisor For Your Retirement? Adrienne Davis joined Zenith in 2022 as a Financial Planner. term goals can vary. state: Please visit their SEC profile for more details. loss of principal. Based on that information, we match you with financial advisors near designed specifically for advisors who work with retirees, while Our matching tool simplifies the process of finding a financial advisor. All views, expressions, and opinions included in this communication are subject to change. We take protecting your data and privacy very seriously. Finding a suitable financial professional for your financial Investing Principles, Key Zenith Wealth Advisors Feb 2022 - Present10 months Scottsdale, AZ At Zenith, we believe that your wealth management team should feel like family. you who suit your needs. here. For further detail, see our articles on different types of advisors and financial advisor services. To stay up-to-date with all the latest from Zenith Wealth Partners, sign up for our newsletter. only charge for the advice they give. Zenith Solutions Inc. is an Investment Advisor registered with the State of Pennsylvania. Together, we'll go through a comprehensive process for managing your financial life and creating a long-term plan customized to your needs. Fees charged by financial advisors typically are based on the services. investment adviser representatives (RIA/IARs) that have elected to participate in our matching Sometimes a big firm may not be able to give you the one-on-one service that you need. The company's filing status is listed as Inactive and its File Number is 469191.The company's principal address is 14646 N Kierland Blvd Ste 238, Scottsdale, AZ 85254. She helps her clients identify personal finance goals, create budgets, invest intentionally, and plan for financial independence so they can live financially free. FMG Suite to provide information on a topic that may be of interest. Zenith Solutions Inc. is an Investment Advisor registered with the State of Pennsylvania. Neither the SEC nor FINRA tracks portfolio performance metrics for the financial planning industry. Registered representatives of LPL offer products and services using NB|AZ Wealth Advisors, and may also be . Advisors in New York, How ZENITH WEALTH ADVISORS ( CRD # 318330/SEC#:801-123228 ) VB&T ORGANIZATIONAL LLC, ZENITH WEALTH ADVISORS, VB&T WEALTH MANAGEMENT LLC. Click here to find your advisor matches today. *SEC data last verified 12/04/2022. SmartAsset is not a client of the aforementioned investment adviser representatives (RIA/IARs) that have elected to participate in our matching The existence of a fiduciary duty does not prevent the rise of potential conflicts of interest. . No advice may be rendered by Zenith Wealth Advisors unless a client service agreement is in place. status, investment goals and advisor preferences, which are all important topics to consider when For example, some advisors may charge a percentage of your assets under management, in which case the average rate runs about 0.50% to 1.25%. compiled from the SEC and Home : Jordan S Smith : Northwestern Mutual Wealth Management Company Zenith Wealth Concepts Our Mission We are a devoted group of professionals, thoughtfully servicing clients with innovative and customized wealth-planning solutions. Zenith Wealth Advisors is headquartered in Scottsdale, AZ and currently serves in 1 state: Arizona. Our values aren't just important - they are at the cornerstone of everything we do. hourly rate fee. WiserAdvisor strives to bring you an extensive listing of That relationship, especially for first-generation immigrants and minorities like herself, plays a pivotal role in designing and implementing a clients goals and achieving their desired lifestyle. Please consult legal or tax professionals Based in Dunsborough, WA, we aim to provide effective financial solutions and sound financial advice. For example, front running is when a financial professional buys or sell securities ahead of their client. choosing a financial advisor. SmartAsset does His work is inspired by racial and age wealth inequality that exists in society. Will Retirement Impact My Living Expenses? About Us Contact Us Home > Home; Financial Advisors > Financial Advisors; Arizona > Arizona; Scottsdale. portion of your income for short-term needs and expenses, it is wise While working in an industry traditionally gate kept for wealthy retirees, Chelsea realized that she could help more diverse clientele make life-changing financial decisions before they reached retirement. Click here For instance, research has shown that mutual funds that use incentive fees take on more risk that funds that do not, and tend to double down and increase their risk following a poor performance. Answer a few questions andget matched with an advisor. Based in Dunsborough, WA, we aim to provide effective financial solutions and sound financial advice. Zenith Wealth Advisors offers a number of financial services, which can consist of financial planning services, portfolio management for individuals and small businesses and pension consulting services. SmartAssets * Financial Advisors in our network may be dually registered advisors; in addition to being registered as an RIA, may also be registered representatives offering securities through broker dealers. qualifications and designations, experiences, and educational All views, expressions, and . which SmartAsset is compensated for lead referrals. firm, and financial professionals and firms having business relationships with SmartAsset receive Zenith Wealth Advisors has marked in their disclosures that they trade recommended securities. This is the publication of various financial education materials. advisors. Firms/Financial Professionals investor.com profile pages may contain certain limited information directly provided to investor.com by the Firm/Financial Professional including, by way of example only, the Personal Bio, Certifications, and/or Investment Philosophy portions of the profile page. We do not manage client funds or hold custody of assets, we help users connect with relevant financial Our matching tool has connected more individuals with financial advisors assets under management (AUM). Our Approach As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information. For the most up-to-date information, please view the applicable SEC and FINRA reports above. is registered with the U.S. Securities and Exchange Commission as an investment adviser. Insurance and annuities are offered through Acute Wealth Advisors, LLC, Arizona license number 1800016478. Answer a few questions andget matched with an advisor. Your Information is Safe We help families from all different professions and ages to plan, invest, and collaborate to build long-lasting, generational wealth. . Prior to joining Zenith, Adrienne spent several years as a financial advisor at a national broker-dealer serving individuals, families, and business owners. He founded Zenith Advisory Group to provide clients with retirement strategies that address the most important risks in retirement, ensuring his clients can enjoy retirement worry-free, knowing their years of hard work and sacrifice are being protected. Fax: (212) 355-5952. with the advisor or firm mentioned in this profile. firms or advisors. One size does not fit all. Welcome to a fresh new culture of people committed to helping you. Please visit its - Guarda 114 recensioni imparziali, 55 foto di viaggiatori, e fantastiche offerte per Flagstaff, AZ su Tripadvisor. Zenith is our Super Prime, Real Estate Investor program for long-short-term rental properties. When you meet with Adrienne, make sure to ask her about her love for fitness and her vinyl collection. never too late to start learning more about the steps you can take It has been prepared and provided without taking into account your objectives, financial situation or needs. to invest a portion of your money in assets such as real estate, Advisors at TCI Wealth Advisors tailor their approach to each client's needs and preferences. We brainstorm, structure, and monitor personal and business financial plans such as growing a consulting business or raising capital. Andres Roodveldt is a financial advisor operating out of Scottsdale, Arizona, who has been in the financial industry for 12 years. here. These We help you rise to the top. At Zenith Behavioral Health, we are dedicated to helping both adolescents & adults in their journey of recovery. Zenith represents a beautiful intersection of Partheevs interest in supporting economic mobility for those who have been systematically oppressed and building a thriving enterprise centered on a strong mission. Frustrated by the lack of accessible, high-quality financial education and advice, Zenith Wealth Partners was founded as an independent, fee-only, fiduciary investment management and financial planning firm. Business Owners The Financial Times named it one of the top 300 financial advisors in the U.S. from 2015 to 2019. The firm has been registered with the Securities and Exchange Commission since 2/15/2022. Roodveldt holds Series 63, Series 66 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is able to work in Arizona. you understand your options and take action. Jason founded Zenith Solutions to deliver accessible, high quality financial education and advice to individuals and institutions. Raeonnas passion for client service has helped her to develop relationships with people from various backgrounds and is the perfect person to answer any questions. The matching tool does not include all available Click here to get matched with an advisor today. Fahmin Fardous joined Zenith in 2022 as an Associate Planner. There are no guarantees that working with an adviser will yield positive returns. Learn more. At Zenith Wealth, it is more than a jobZenith Wealth offers you a world of potential. We do not accept commissions. After checking the regulatory records of Zenith Wealth Advisors, our system has identified the following question(s) to ask. "Trusted by investor.com" status is reserved to those financial advisor firms meeting investor.com's strict requirements, beginning with earning no less than a 4.5 to 5 -star rating based on investor.coms independent Trust algorithm analysis. Zenith Wealth Advisors is headquartered at 15169 N. SCOTTSDALE ROAD SCOTTSDALE, AZ. deliver. We provide expert investment advice to help institutions accrue and maintain the capital needed to achieve their missions. We help families from all different professions and ages to plan, invest, and collaborate to build long-lasting, generational wealth. Certified Financial Planners (CFPs), Chartered Financial Analysts which it authorizes the use of by individuals who successfully complete CFP Boards initial and ongoing certification requirements. While this may seem like an attractive compensation structure to ensure your advisor is making your money work for you, often, the managers of those products are incentivized to take inappropriate risks to beat their performance benchmark. We have a Wealth of experience within international M & amp zenith wealth advisors arizona Manager... 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