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- Custodian
- Charles Schwab & Company ยท Merrill Lynch
- Clients
- Retail
- Platforms
- --
- Established Date
- 03-20-2023
- Office Locations
- 1
Office Locations
About ZEN Financial Planning, LLC
Zen Financial Planning, LLC is a Massachusetts-registered RIA providing wealth management and financial planning for busy professionals and business owners, with an emphasis on retirement, legacy, and tax-aware strategy. The firm builds a customized plan, then deploys and monitors portfolios using disciplined, model-based management with ongoing oversight and quarterly reviews. Client accounts are held at Charles Schwab, and clients can access planning through RightCapital.
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Client Personas
Custodian
Investment Themes
Investment Vehicles
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Owner & Executives
Anthony Corsino Jr
Assistant Director, Chief Compliance Officer, Managing Member
- CRD
- #7076257
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $13,007,940 | -- |
| Non-Discretionary | $0 | -- |
| Total | $13,007,940 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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