The Zandbergen Group

What The Zandbergen Group does

The Zandbergen Group is a boutique, fiduciary wealth management firm headquartered in Laguna Beach, California, that provides comprehensive financial advisory services to high-net-worth individuals. Founded by Bart A. Zandbergen, CFP in 2020/2021, the firm operates as a DBA of Axxcess Wealth Management, LLC, an SEC-registered investment advisor. Its core service offering spans investment management, advanced tax efficiency planning, wealth transfer and estate planning, wealth protection, philanthropy coordination, retirement income planning, sudden-wealth management, and exit planning, delivered through a high-touch, relationship-based model with complimentary initial consultations. The firm also maintains a secure client portal providing portfolio balances, allocation and performance history, financial roadmap tools, and direct Schwab account access.

The business is delivered by a team of approximately a dozen professionals spread across three locations — Laguna Beach (headquarters), Dallas, and Salt Lake City — with multiple CFP, CFA, CDFA, RICP, and CLTC credentialed advisors. Bart Zandbergen brings nearly three decades of wealth management experience and has been named to Forbes' Best-in-State Wealth Advisors list in 2020, 2021, 2022, 2024, and 2025, and recognized in the top 1% of U.S. financial advisors. The team is supplemented by a content marketing engine consisting of The Zandbergen Report weekly podcast, a True Wealth Insights blog, and a video content series, used to generate inbound HNW leads and reinforce thought leadership.

The revenue model is the standard AUM-based recurring advisory fee structure typical of registered investment advisors, with no publicly disclosed pricing, AUM, or revenue figures. Clients access services through direct advisory relationships, with client acquisition driven primarily by referrals from existing clients and professional service partners (estate planning attorneys, CPAs) as well as earned media coverage in publications including the New York Times, Forbes, Los Angeles Times, and the Orange County Business Journal. No external institutional ownership (private equity, venture capital, or strategic acquirer) has been disclosed; the firm operates under the Axxcess Wealth Management corporate umbrella with Bart Zandbergen as founder and CEO.

Name

The Zandbergen Group

Legal name

Axxcess Wealth Management, LLC

Website

https://zandbergengroup.com

Company type

Private

Founded year

2021

Operating status

Operating

Headcount range

1–10 employees

Short description

The Zandbergen Group is a boutique, fiduciary wealth management firm headquartered in Laguna Beach, California, serving high-net-worth individuals with comprehensive investment, tax, estate, and retirement planning. Operating as a DBA of Axxcess Wealth Management, an SEC-registered RIA, it serves clients across California, Texas, and Utah through a relationship-driven, advisor-led model.

Ownership category

akta.pro rank

Product category

Wealth Management Advisory

NAICS

Portfolio Management and Investment Advice (52394), Portfolio Management and Investment Advice (523940)

SIC

Investment Advice (6282)

akta.pro primary industry

Registered Investment Advisor (RIA) Wealth Management (FSAEABAA)

akta.pro secondary industries

Family Wealth & Multi-Generational Planning RIAs (HNW/UHNW-lite) (FSAAACAH), Tax-Focused Wealth Management RIAs (FSAAACAD), Financial Planning & Goals-Based Advice (Mass Affluent) (FSAAAAAF)

Keywords

• Wealth management services
• Financial planning advisory
• Investment advisory services
• Retirement income planning
• Estate planning coordination

Headquarters

HQ city

Laguna Beach

HQ country

United States

HQ region

North America

Offices3 records

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure

Revenue model

1. Wealth Management Advisory Services: The Zandbergen Group operates as a Registered Investment Advisor (DBA of Axxcess Wealth Management, LLC) providing comprehensive wealth advisory services. Revenue is generated through advisory fees, likely based on assets under management (AUM) as is standard for wealth management firms serving high-net-worth clients.

Go-to-market motion1 record

Distribution channels2 records

Marketing channels6 records

Core offering

The Zandbergen Group is a full-service wealth advisory firm providing comprehensive financial planning, investment solutions, and fiduciary guidance to high-net-worth individuals. Offerings include customized portfolio strategies, advanced tax efficiency planning, wealth transfer, wealth protection, philanthropy coordination, exit planning, windfall management, and coordination of clients' broader professional services network. The firm also produces supporting educational content via a weekly podcast, blog, and video series.

Product overview

The Zandbergen Group is a full-service wealth advisory firm offering comprehensive financial services through a client-centered approach. The core offering is Wealth Management & Advisory Services, supplemented by a secure Client Portal for account access and reporting. The firm also provides educational content through The Zandbergen Report Podcast (weekly interviews on wealth strategies), Video Content Series, and the True Wealth Insights Blog. Services focus on serving individuals with significant wealth through investment solutions, tax efficiency planning, wealth transfer, wealth protection, and philanthropy coordination.

Differentiator

Problem solved

Functional benefit

Products and services

• Wealth Management and Advisory Services Full-service wealth advisory providing comprehensive financial planning, customized portfolio strategies, advanced tax efficiency planning, wealth transfer, wealth protection, philanthropy coordination, exit planning, and windfall management for high-net-worth individuals.
• Client Portal Access Secure client portal providing account overview, portfolio balances, allocation and performance history, financial roadmap tools, and direct Schwab account access for client self-service financial management.
• The Zandbergen Report Podcast Weekly podcast featuring deep dives into wealth strategies, family dynamics, and purposeful living, with guest interviews across professional services, entrepreneurship, health, fitness, style, and philanthropy.
• True Wealth Insights Blog Strategic perspectives on wealth, purpose, and the intersection of both, featuring articles on financial planning, market commentary, and wealth management education.
• Video Content Series Educational video clips covering wealth management topics, financial planning advice, and insights into wealth strategies for clients and prospects.

Quantifiable outcome

• Nearly 3 decades of client relationships with multiple clients for 25-30+ years
• +1 more outcomes

Named customers6 records

Segments1 record

Ideal customer profiles1 record

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

One partnership is on record.

• Axxcess Wealth Management, LLCcoreOthersThe Zandbergen Group operates as a DBA (Doing Business As) of Axxcess Wealth Management, LLC, which is a Registered Investment Advisor with the SEC. Bart A. Zandbergen holds CA Insurance License #OA96242. Advisory services are offered to clients where Axxcess and its representatives are properly licensed.

Scale indicators4 records

Recent moves7 records

Expansion highlights5 records

Direct peers

• Hightower Advisors: RIA platform serving high-net-worth individuals and families with comprehensive wealth management; comparable to The Zandbergen Group in client segment and full-service fiduciary offering, but operating at significantly greater scale with national footprint.
• Mariner Wealth Advisors: National RIA providing wealth advisory, financial planning, and family office services to HNW clients; directly comparable to Zandbergen's fiduciary, goals-based wealth management approach, though at multibillion-dollar AUM scale.
• Creative Planning: Large independent RIA offering comprehensive financial planning and investment management to HNW households; highly comparable client-centric fiduciary model, though with substantially larger AUM and broader service menu.
• Carson Group: RIA platform partnering with financial advisors serving HNW clients through coaching, technology, and wealth management support; comparable to Zandbergen's RIA partnership model via Axxcess, with an advisor-ecosystem structure.
• Mercer Advisors: National RIA specializing in wealth management for HNW families, including tax, estate, and financial planning; directly comparable service mix to The Zandbergen Group, with substantially larger scale.
• Moneta Group: Independent fee-only RIA serving high-net-worth individuals and families with comprehensive financial planning; closely aligned fiduciary and HNW-family focus, with longer operating history at comparable boutique-to-mid scale.
• Cresset Capital: Independent wealth management firm serving HNW and ultra-HNW families with private wealth and family office services; comparable HNW client profile and holistic planning model, with some national-office presence.

Broad incumbents

• Focus Financial Partners: Partnership platform of leading independent wealth management firms serving HNW clients; comparable in that Zandbergen operates under a similar RIA umbrella model (Axxcess), though Focus is a publicly traded consolidator with hundreds of partner firms.
• Goldman Sachs Personal Financial Management: Bank-affiliated wealth advisory business serving HNW clients with holistic planning and investment management; comparable in client segment and full-service offering, though operating under a major bulge-bracket bank brand with vastly greater scale and resources.

Regional players

• Monarch Wealth Strategies: RIA serving HNW clients with comprehensive planning and investment management; comparable wealth advisory model to Zandbergen with similar boutique positioning and multi-office California presence, though serving different regions.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks5 records

Key highlights6 records

Customer concentration

• YouTubevimeo.com/bartzandbergen
• Facebookfacebook.com/TheZandbergenGroup
• LinkedInlinkedin.com/company/the-zandbergen-group
• Instagraminstagram.com/bartzandbergen
• Xx.com/ZandbergenCFP

Revenue estimate

Valuation estimate

Number of profiles

Profiles14 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about The Zandbergen Group