Frequently Asked Questions
Frequently Asked Questions
Frequently Asked Questions
About Zoe
About Zoe
What is Zoe?
What is Zoe?
What is Zoe?
What sets Zoe’s network of advisors apart?
What sets Zoe’s network of advisors apart?
What sets Zoe’s network of advisors apart?
Where are Zoe Financial advisors located?
Where are Zoe Financial advisors located?
Where are Zoe Financial advisors located?
How do we connect you with Financial Advisors?
How do we connect you with Financial Advisors?
How do we connect you with Financial Advisors?
What is Zoe’s Satisfaction Guarantee?
What is Zoe’s Satisfaction Guarantee?
What is Zoe’s Satisfaction Guarantee?
How do I get connected with with an advisor from the Zoe Network?
How do I get connected with with an advisor from the Zoe Network?
How do I get connected with with an advisor from the Zoe Network?
How much does being connected to advisors cost?
How much does being connected to advisors cost?
How much does being connected to advisors cost?
How long does it normally take to find the perfect advisor?
How long does it normally take to find the perfect advisor?
How long does it normally take to find the perfect advisor?
What happens if I’m not happy with my advisor recommendations?
What happens if I’m not happy with my advisor recommendations?
What happens if I’m not happy with my advisor recommendations?
Does Zoe have account minimums for finding an advisor?
Does Zoe have account minimums for finding an advisor?
Does Zoe have account minimums for finding an advisor?
Fees
Fees
How does Zoe get paid?
How does Zoe get paid?
How does Zoe get paid?
When do I pay for the advisor’s service?
When do I pay for the advisor’s service?
When do I pay for the advisor’s service?
What happens if I don't like my Zoe advisor?
What happens if I don't like my Zoe advisor?
What happens if I don't like my Zoe advisor?
Ready to Grow Your Wealth?
Find your financial advisor matches.
Ready to Grow Your Wealth?
Find your financial advisor matches.
Ready to Grow Your Wealth?
Find your financial advisor matches.
Disclosure: This page is not investment advice and should not be relied on for such advice or as a substitute for consultation with professional accounting, tax, legal or financial advisors. The observations of industry trends should not be read as recommendations for stocks or sectors.
Investment advisory services are provided by Zoe Financial, Inc. (Zoe Financial), an investment adviser registered with the U.S. Securities and Exchange Commission (SEC). Registration does not imply a certain level of skill or training. Learn more about Zoe Financial on the SEC’s Investment Adviser Public Disclosure website. Brokerage services are provided by Zoe Securities LLC and Apex Clearing Corporation, members of the Financial Industry Regulatory Authority Inc. (FINRA) and Securities Investor Protection Corporation (SIPC). Learn more about Zoe Securities and Apex on FINRA’s BrokerCheck website.
The information in the visuals above is for illustrative purposes only and does not represent an actual user's account, balance, or return. Zoe Financial does not provide tax or legal advice.
Copyright © 2025 Zoe Financial, Inc. | All rights reserved
Disclosure: This page is not investment advice and should not be relied on for such advice or as a substitute for consultation with professional accounting, tax, legal or financial advisors. The observations of industry trends should not be read as recommendations for stocks or sectors.
Investment advisory services are provided by Zoe Financial, Inc. (Zoe Financial), an investment adviser registered with the U.S. Securities and Exchange Commission (SEC). Registration does not imply a certain level of skill or training. Learn more about Zoe Financial on the SEC’s Investment Adviser Public Disclosure website. Brokerage services are provided by Zoe Securities LLC and Apex Clearing Corporation, members of the Financial Industry Regulatory Authority Inc. (FINRA) and Securities Investor Protection Corporation (SIPC). Learn more about Zoe Securities and Apex on FINRA’s BrokerCheck website.
The information in the visuals above is for illustrative purposes only and does not represent an actual user's account, balance, or return. Zoe Financial does not provide tax or legal advice.
Copyright © 2025 Zoe Financial, Inc. | All rights reserved
Disclosure: This page is not investment advice and should not be relied on for such advice or as a substitute for consultation with professional accounting, tax, legal or financial advisors. The observations of industry trends should not be read as recommendations for stocks or sectors.
Investment advisory services are provided by Zoe Financial, Inc. (Zoe Financial), an investment adviser registered with the U.S. Securities and Exchange Commission (SEC). Registration does not imply a certain level of skill or training. Learn more about Zoe Financial on the SEC’s Investment Adviser Public Disclosure website. Brokerage services are provided by Zoe Securities LLC and Apex Clearing Corporation, members of the Financial Industry Regulatory Authority Inc. (FINRA) and Securities Investor Protection Corporation (SIPC). Learn more about Zoe Securities and Apex on FINRA’s BrokerCheck website.
The information in the visuals above is for illustrative purposes only and does not represent an actual user's account, balance, or return. Zoe Financial does not provide tax or legal advice.
Copyright © 2025 Zoe Financial, Inc. | All rights reserved