BZ
CFP
BZ
CFP

Brent Zacok

4 Years of Experience

Brent Zacok is a CFP-designated registered investment advisor at Rtd Financial Advisors INC, based in Philadelphia, PA, with 4 years of industry experience. Brent operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning. Their firm serves 837 clients with $2.7B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
20 advisors
Number of Clients
837 clients
Average Client Portfolio
$3.3M average
Assets Under Management
$2.7B

Fee Structure

RTD Financial does not provide investment management services for individual investors. They provide investment management for employer retirement plans, trusts, and non-profits.

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Location

30 S. 17th Street, Suite 1620, Philadelphia, PA, 19103

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History

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
Rtd Financial Advisors INC
May 2021 - Present · 4 yrs 11 mos
State Registrations1 state
PA
Advisor

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
No exam information available for this advisor.