Invest With Confidence At Zhang Financial

A Fee-Only Advisory Firm

At Zhang Financial, we take your financial future seriously. That's why we operate as a fee-only financial advisory firm. This means we are committed to putting your best interests first.

What Is Fee-Only?

Fee-Only means we are compensated solely by you, our client. We never receive commissions or other incentives for selling specific financial products. This ensures our recommendations are unbiased and based solely on your best interests.

Learn more about Fee-Only >

Why Fee-Only?

  • Transparency: You know exactly what you're paying for.
  • Alignment of Interests: Our success is tied to yours.
  • Unbiased Advice: We prioritize your goals, not product sales.

Why Zhang Financial?

Award-Winning Expertise: Charles Zhang is consistently recognized among the nation's Top Financial Advisors. In 2023 and 2021, he was ranked #1 on Barron's list of America's Top 100 Independent Wealth Advisors, and has been in the Top 2 for the past five years*. He is the currently highest-ranking Fee-Only NAPFA-Registered advisor on the list.

Ready to take control of your financial future? Contact Zhang Financial today for a consultation.

888-777-0126
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

Zhang Financial

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.