LPL Financial
27yrs
Top advisor by experience in Spicewood
26yrs
Zachary Michael ZAGER
Financial advisor at Triad Wealth Partners
At a glance
Experience26 years (since 2000)
How that compares ?Top 6% by experience at Triad Wealth Partners
Office20308 Hwy 71 W. Suite 4, Spicewood, TX 78669
How the firm is paid ?Percent of assets, Flat fee
States licensed ?1 state
Services through Triad Wealth Partners
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsChoosing other investment managers
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Uniform Securities Agent State Law Examination
Uniform Investment Adviser Law Examination
Career
- Sep 2025 – nowTriad Wealth Partners, LLCCurrent firm
- 2022 – 2025Foundations Investment Advisors LLCPreviously
- 2016 – 2022AE Wealth Management, LLCPreviously
- Nov 2015 – Nov 2016Centennial Wealth Advisory, LLCPreviously
Questions to ask Zachary
Tailored to Zachary’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Zachary
How do I contact Zachary?
Call Triad Wealth Partners at 785-830-0000 and ask for Zachary Michael ZAGER. Zachary works from the Spicewood, TX office.
How long has Zachary been a financial advisor?
Zachary has been in the industry since 2000, about 26 years. Top 6% by experience at Triad Wealth Partners.
What licenses does Zachary hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Zachary a fiduciary?
Zachary is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Zachary paid?
Triad Wealth Partners reports being paid by a percentage of the assets they manage, flat or fixed fees. Ask Zachary for your total yearly cost in dollars.
Official record as of October 2, 2026.
This profile is for information only and is not financial advice or a recommendation.
Other advisors nearby
Wealth Teams Alliance
23yrs
More experience than 73% of advisors at Wealth Teams Alliance
Cambridge Investment Research Advisors
22yrs
More experience than 70% of advisors in Texas
LPL Financial
22yrs
More experience than 70% of advisors in Texas
LPL Financial
19yrs
More experience than 64% of advisors in Texas
LPL Financial
13yrs
More experience than 51% of advisors in Texas