Disclosures

Homepage Disclosures, Form ADV Part 1 and Part 2

Form ADV Part 1

Form ADV Part 2

 

1Zhang Financial formerly operated under dba Zhang & Associates
2Zhang 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 FormADV 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 Forbes September 26, 2017. The ranking, developed by our partner Shook Research, is based on in-person and telephone due-diligence meetings and a ranking algorithm for advisors who have a minimum of seven years of experience. We consider client retention, industry experience, compliance records and firm nominations as well as quantitative criteria such as assets under management and revenue generated for their firms.
***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. 

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