Zinnia Wealth Advisory, LLC's Form ADV discloses 1.45% on the first $2 million, 1.30% on the next $2 million, and 0.95% on assets above $4 million. See complete fee breakdown ↓
Yes. As an SEC-registered investment advisor (CRD #295122), Zinnia Wealth Advisory, LLC is subject to fiduciary duty under federal law.
Zinnia Wealth Advisory, LLC is headquartered in OCALA, FL.
Zinnia Wealth Advisory, LLC serves 31 high-net-worth clients according to their SEC filing dated August 4, 2026. View client details ↓
According to their SEC Form ADV, Zinnia Wealth Advisory, LLC offers financial planning, portfolio management for individuals, and selection of other advisors. View all service details ↓
Zinnia Wealth Advisory, LLC manages $169 million in client assets according to their SEC filing dated August 4, 2026.
According to their SEC Form ADV, Zinnia Wealth Advisory, LLC serves high-net-worth individuals. View client details ↓