Zachary Pohlenz is a CFP-designated registered investment advisor at Clayton Wealth Partners, based in Topeka, KS, with 6 years of industry experience. Zachary operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, High Net Worth, and 4 more. Their firm serves 753 clients with $910M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $5.0M | 0.50% |
| $5M+ | 0.40% |
Exceptions to CWP's general fee schedule are available under certain circumstances.
Fee Estimator
Contact
Zachary Pohlenz
Location
716 South Kansas Avenue, Topeka, KS, 66603-3808
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Regulatory History
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.
Learn about disclosures →Employment History
Current Registrations
Clayton Wealth Partners
Previous Registrations
Ameriprise Financial Services, LLC.
Ameriprise Financial Services, LLCBroker
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
Additional Information
Zac realized that personal financial planning would be his career during his freshman year of college. He already had an aptitude for personal finance, and he had a passion for making connections and helping people. When he discovered the financial planning profession, he immediately knew that it was a natural fit. This led Zac to pursue a Bachelor of Science in Personal Financial Planning from Kansas State University.