ZK
CFP

Zachary Amos Van Kirk

3 Years of Experience

Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
13 advisors
Number of Clients
507 clients
Average Client Portfolio
$2.0M average
Assets Under Management
$1.0B

Fee Structure

Financial Planning:Included in AUM fee
Minimum Annual Fee:$3,500

WPWealth charges fees based on assets under management. For discretionary managed accounts, fees range from 1.25% on assets under $1 million to 1.00% on assets $1,000,000 and above, not to exceed 2.5%. There is also a $100 annual administration fee per account and a $5,000 minimum annual management fee. For qualified retirement solutions, fees range from $3,500 for assets up to $350,000 to 0.75% on assets over $4,000,001, with a $3,500 minimum annual fee. Fees and minimums are negotiable.

Areas of Practice
Investment ManagementRetirement PlanningEstate Planning
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Advisor Information

Office location

640 Taylor Street, Suite 2200, Suite 2200, Fort Worth, TX, 76102

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Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Wpwealth LLP
July 2022 - Present · 3 yrs 6 mos
State Registrations1 state
TX
Advisor
Exams
No exam information available for this advisor.
Zachary Amos Van Kirk - Financial Advisor | AdvisorDiscover