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Disclosures

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.

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

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

Portage MI Office

5931 Oakland Drive
Portage, MI 49024
269.385.5888

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Battle Creek Office

70 West Michigan Ave. Suite 100
Battle Creek, MI 49017
269.965.0777

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Grand Rapids Office

460 Ada Drive, Suite 200
Ada, MI  49301 
616.235.5777

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Troy Office

101 West Big Beaver Road, 14th Floor
Troy, MI 48084
248.687.1258 

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Naples Office

999 Vanderbilt Beach Rd, Suite 200
Naples, FL 34108
239.325.1826 

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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.

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