$42.2M Total AUM
$42.2M Disc. AUM
-- 3Y CAGR
1 Employees
144 ADV. Clients
2 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 05-31-2024
- Office Locations
- 1
Office Locations
-- Lenexa KS
About Zenith Financial Planning INC
Zenith Financial Planning is a fiduciary, state-registered RIA led by CFP professional Rey Arellano in Lenexa, KS, focused on helping individuals plan for retirement and align investments to life goals. The firm provides financial, tax, estate, insurance, and business-succession planning, with portfolios implemented primarily using ETFs. It uses Orion and custodies with Schwab; registered in KS, MO, and TX.
Team overview
32 AVG AGE
$42.2M AVG AUM / ADVISOR
$293.2K AVG AUM / CLIENT
2.1 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
2yrs Firm Age
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Asset Classes
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Platform
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Services
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Technology
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Owner & Executives
Rey Roy Arellano
Managing Member
- CRD
- #6262065
- Ownership
- Less than 5%
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $42,217,933 | -- |
| Non-Discretionary | $0 | -- |
| Total | $42,217,933 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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