RIA Intel›Advisers›Kansas›ZENITH FINANCIAL PLANNING INC

ZENITH FINANCIAL PLANNING INC

Advisory

KS

Data as of Aug 25, 2026 · Source: SEC Form ADV

Rank in KS

#231

of 271 advisers by AUM

Average account

$252K

across 249 accounts

AUM per adviser

$63M

1 advisers

Source: SEC Form ADV. Figures as filed Aug 25, 2026.

Total AUM

$63M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$63M

Discretionary AUM$63M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients63

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InFL, KS, LA, MO, TX

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

63 clients

22 high-net-worth

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

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

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