Homepage Disclosures, Form ADV Part 2

Form ADV Part 2

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, and March 10, 2018. 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 22, 2015, August 27, 2016, and September 15, 2017.  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.
***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. 

Put America's Top NAPFA-Registered Fee-Only Financial Advisors to work for you.

Request a Consultation:

Minimum Investment Requirement $1,000,000 in Michigan or $2,000,000 Outside of Michigan

Portage MI Office

5931 Oakland Drive
Portage, MI 49024

Get In Touch

Battle Creek Office

70 West Michigan Ave. Suite 100
Battle Creek, MI 49017

Get In Touch

Grand Rapids Office

2828 Kraft Avenue SE, Suite 100
Grand Rapids, MI  49512

Get In Touch

Troy Office

101 West Big Beaver Road, 14th Floor
Troy, MI 48084

Get In Touch

Naples Office

999 Vanderbilt Beach Rd, Suite 200
Naples, FL 34108

Get In Touch

Zhang Financial

5931 Oakland Drive Portage, MI 49024
List of office locations
Email: clientservice@zhangfinancial.com | Toll-Free: 888-777-0126

Minimum investment requirement: $1,000,000 in Michigan, $2,000,000 outside of Michigan.
Investment Advice offered through Zhang Financial, a Fee-Only Wealth Management Group.