CRD: 143861
Zynergy Retirement Planning
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- Custodian
- Charles Schwab & Company ยท Vanguard
- Clients
- Retail
- Platforms
- Available
- Established Date
- 06-07-2007
- Office Locations
- 1
Office Locations
About Zynergy Retirement Planning
Zynergy Retirement Planning is a Red Bank, NJ fee-only fiduciary firm focused exclusively on retirement planning for individuals and families. The team delivers comprehensive advice across investments, cash flow, Social Security, Medicare, tax and estate planning, led by CFP professionals and paid solely by client fees (no commissions or referral fees). Custody is through Charles Schwab, and 2% of revenue is donated via its Zynergy Cares 501(c)(3).
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
RYAN PATRICK ZACHARCZYK
Founder, President
- CRD
- #4587387
- Ownership
- 75% or more
MICHELA MARIE ZACHARCZYK
Chief Compliance Officer, Paraplanner
- CRD
- #7819349
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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Grace Elizabeth Gallagher
--
- CRD
- #7819348
MATTHEW PERRI
--
- CRD
- #7767786
Showing 2 of 4 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $173,000,000 | $292,724 |
| Non-Discretionary | $0 | -- |
| Total | $173,000,000 | $292,724 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Equity - OTC | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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