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Thank you for your interest in Zen Wealth Advisors. Please complete the form below and we’ll be in touch within 1 business day to schedule your initial consultation.

FAQ

  • Yes, we are currently accepting new clients.
  • We accept new clients with accounts totaling $100,000 or greater.
  • Our fees are determined based on the services provided and the assets being managed. We’ll provide a fee estimate to you during your client consultation.
  • We do not provide tax preparation or accounting services.

Your Contact Information

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