RIA Intel›Advisers›Maine›ZEN FINANCIAL PLANNING, LLC

ZEN FINANCIAL PLANNING, LLC

Advisory

YORK, ME

Data as of Aug 3, 2026 · Source: SEC Form ADV

Average account

$294K

across 48 accounts

AUM per adviser

$14M

1 adviser

Source: SEC Form ADV. Figures as filed Aug 3, 2026.

Total AUM

$14M

Discretionary %

100%

Clients

22

Employees

1

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management

Total AUM$14M

Discretionary AUM$14M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients22

Team

Total Employees1

Investment Advisers1

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InMA, ME, NH

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

22 clients

4 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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Advisers of similar size in ME

Closest by assets under management. All figures from Form ADV.

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$12M

MARSHALL POINT ADVISORS LLC

$11M

JAMES HEAVEY WEALTH ADVISORS, LLC

$17M

GOLD, JOEL IRA

$17M

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