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Welcome to Zhang Financial
Zhang Financial sets a new standard for your finances. Established more than two decades ago,
Zhang Financial has developed into a prominent industry leader while maintaining its client-centered focus. Zhang Financial is ranked one of the Top 150 Registered Investment Advisors in the nation by Financial Planning.
For the past two years, Charles Zhang, CFP
, has been placed in the top 10 on Barron's list of America's Top 100 Independent Wealth Advisors and is currently the highest ranking
NAPFA-Registered Financial Advisor on the list.** Zhang Financial is also known for its commitment to philanthropy, especially within our local community.
See Giving Back
With more than $2.6 billion in assets under management,
Zhang Financial takes pride in working without conflicts of interest from proprietary products and other questionable business practices. We are committed to upholding a fiduciary standard, providing our clients with customized and unbiased financial advice, first class service, and an open-architecture investment platform for a competitive price. Ranked as Michigan's #1 Financial Advisor,
Charles Zhang provides personalized investment recommendations to every client in our firm. Your assets are either in the custody of LPL, the largest independent broker dealer in the industry, or TD Ameritrade, an industry leader in technology and client service.
Zhang Financial formerly operated under dba Zhang & Associates
Zhang Financial's regulatory Assets Under Management can be found in Item 5.F of Zhang Financial's
Form ADV 1
, available at http://www.adviserinfo.sec.gov and in Zhang Financial's Form
ADV Part 2
As reported in Barron's February 18, 2013, February 22, 2014, February 23, 2015, March 5, 2016, and March 2, 2017. Based on assets under management, revenue generated for advisors' firms, quality of practices and other factors.
As reported in Financial Planning, January 3, 2017. Rankings are based on discretionary assets under management listed on SEC Form ADV. To capture independent fee-only planning firms, every effort is made to exclude firms with broker-dealer and insurance company affiliations and those with substantial outside ownership stakes held by private equity firms and some outside investors. As of May 2014, Meridian-IQ estimates that there are 31,739 total RIA (Registered Investment Advisor) firms in the United States.
As reported in Barron's August 27, 2016 and August 22, 2015. The rankings reflects the volume of assets overseen by the advisors and their teams, revenues generated for the firms, the quality of the advisors' practices and other factors.
Barron's: As reported in Barron's June 7, 2014. Based on assets under management, revenue produced for the firm, regulatory record and quality of practice and philanthropic work. Financial Times
The 2014 Financial Times Top 100 Women Financial Advisors
is an independent listing produced by the Financial Times (November, 2014). The FT 100 is based on data gathered from firms, regulatory disclosures, and the FT's research. As identified by the FT, the listing reflected each advisor's performance in six primary areas, including assets under management, asset growth, compliance record, years in existence, credentials and accessibility. Neither firms nor their employees pay a fee to The Financial Times in exchange for inclusion in the FT 100.
In the News
March 4, 2017
State Champion, Charles Zhang is the #1 Financial Advisor in Michigan for the fifth year in a row. As reported by Kevin Burke in the Barron's article 2017 Top Advisor Rankings by State:
Charles Zhang holds a third-degree black belt in tae kown do, a sport he says keeps him both calm and disciplined–the ideal temperament for a long-term investor.
August 27, 2016
Charles C. Zhang has been ranked in the top 10 on Barron's list of America's Top 100 Independent Financial Advisors for the second year in a row and continues to be the highest ranking Fee-Only NAPFA-Registered Financial Advisor on the list.
June 16, 2016
The Financial Times has recognized Zhang Financial as one of the Top 300 Registered Investment Advisors for 2016. Factors used to determine inclusion on the list are assets under management, asset growth, the company's age, industry certifications of key employees, SEC compliance record, and online accessibility.
Why Zhang Financial?
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Points of Differentiation
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