Invest with Confidence with a

Fee-Only Financial Advisor

At Zhang Financial, we take your financial future seriously. That's why we operate as a fee-only financial advisory firm. This means we're committed to putting your needs first, free from conflicts of interest.

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, he was ranked #1 on Barron's list of America's Top 100 Independent Wealth Advisors, and has been in the Top 10 since 2015*. He is the 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.

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

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.

Zhang Financial provides all of our investment clients with

Unbiased Financial Advice

Zhang Financial values providing unbiased financial advice to our clients. We have no "hidden agenda" or "drive to sell" any particular financial product.

We have access to many independent research resources that allow us to thoroughly analyze product research and only select investments that we believe are best suited for our clients' needs.

We do not offer any proprietary products, investment banking business, or any other conflicts that can get in the way of providing independent, objective, and unbiased research.

Our fee-only status and high fiduciary standards allow our team to stay focused on providing unbiased financial and investment advice.

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

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.