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- Custodian
- Altruist · Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available in AdvizorPro
- Established Date
- 04-07-2025
- Office Locations
- 1
Office Locations
About Circadia Financial Planning
Circadia Financial Planning is a fee-only, fiduciary, virtual-first practice founded by CFP® Zach Reyes. It delivers comprehensive financial planning and portfolio management with an emphasis on tax planning and cost-effective, tax-efficient, research-backed investing. Serves individuals and couples, growing families, and retirees, including benefit and equity-comp planning. Custody is with Charles Schwab.
Reported data analysis
What the numbers show
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 1 advisory representatives and 10 clients, or 10 clients per representative. That equates to $2.9M in reported AUM per client.
The profile lists 1 reported office location and 1 years in operation. The source data was last updated on March 24, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Industry Interests
- Investment Themes
- Investment Vehicles
- Services
- Technology
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Owner & Executives
ZACHARY CALEB REYES
Chief Compliance Officer, FOUNDER
- CRD
- #6049447
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $28,681,714 | -- |
| Non-Discretionary | $0 | -- |
| Total | $28,681,714 | -- |
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Separately Managed Accounts
SMA allocation detail is available
Circadia Financial Planning has reported separately managed account data across 4 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.