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Homepage Disclosures, Form ADV Part 2, ADV appendix 1: Wrap Fee Program Brochure

Form ADV Part 2

ADV Appendix 1: Wrap Fee Program Brochure

1Zhang Financial formerly operated under dba Zhang & Associates
2Zhang Financial's regulatory Assets Under Management can be found in Zhang Financial's Form ADV Part 2 available at http://www.adviserinfo.sec.gov.
As reported in Barron's February 18, 2013, February 22, 2014, February 21, 2015, March 5, 2016, March 4, 2017, March 10, 2018, and March 8, 2019. Based on assets under management, revenue generated for advisors' firms, quality of practices and other factors.
*As reported in Barron's August 22, 2015, August 27, 2016, September 15, 2017, and September 14, 2018.  The rankings reflect the volume of assets overseen by the advisors and their teams, revenues generated for the firms, quality of the advisors' practices, and other factors. For NAPFA status see NAPFA.org.

**As reported in Forbes September 13, 2018. The Forbes ranking of America’s Top Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. Those advisors that are considered have a minimum of seven years experience, and the algorithm weighs factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients. Portfolio performance is not a criterion due to varying  client objectives and lack of audited data. Neither Forbes or SHOOK receive a fee in exchange for rankings.
***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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