BZ Wealth Advisors, LLC
SEC RegisteredFinancial Planning and Investment Management for Individuals, Families, and Foundations
About the firm
BZ Wealth Advisors, LLC offers financial planning and investment management for individuals, families, and foundations. They provide a three-step process involving a discovery call, a customized financial blueprint, and goal accomplishment through investment portfolios and business valuation strategies.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Financial planning, planning for business owners, investment planning, asset management, and an Executive Liquidity Readiness Program, including customized investment portfolios and business valuation strategies.
Who they serve
Individuals, families, and foundations, particularly busy and successful people who are business owners managing competing demands of running a business and caring for their family.
Office locations
Advisors at this firm
4 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| Up to $5,000,000 | 1.00% |
| $5,000,001 and over | 0.75% |
Data as of June 2, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. BZ Wealth Advisors, LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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