Zinnia Wealth Advisory, LLC
SEC RegisteredLIVE By Design not by default
About the firm
At Zinnia Wealth Management, we take a personalized approach to retirement planning, starting with a deep dive into your financial situation, aspirations, and concerns. Our holistic retirement planning approach extends beyond money management to encompass lifestyle considerations, health care needs, tax and legacy planning to help you create the retirement you have always dreamed of.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Retirement planning, investment management, tax minimization, portfolio and annuity analysis, tax planning, estate planning, and second opinion reviews. The firm conducts thorough examinations of income sources, investment portfolios, insurance coverage, estate plans, and tax strategies.
Who they serve
Individuals seeking retirement planning and financial planning, described as 'Financial Planning For Everyone'
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 481 | $112M |
| High Net Worth Individuals | 31 | $57M |
| Investment Companies | 0 | — |
| Pooled Investment Vehicles | 0 | $0 |
| Pension/Profit Sharing Plans | 0 | $0 |
| Charitable Organizations | 0 | $0 |
| State/Municipal Entities | 0 | — |
| Insurance Companies | 0 | — |
| Sovereign Wealth Funds | 0 | — |
| Corporations | 0 | $0 |
Office locations
Advisors at this firm
2 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| Brookstone: $10,000 to $1,999,999 | 1.45% |
| Brookstone: $2,000,000 to $3,999,999 | 1.30% |
| Brookstone: Over $4,000,000 | 0.95% |
| Impact Partnership: $10,000 to $1,999,999 | 1.45% |
| Impact Partnership: $2,000,000 to $3,999,999 | 1.30% |
| Impact Partnership: Over $4,000,000 | 0.95% |
Data as of March 19, 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. Zinnia Wealth Advisory, 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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