Invest With Confidence At Zhang Financial
A Fee-Only Advisory Firm
At Zhang Financial, we operate as a fee-only advisory firm. Our compensation comes directly from clients for advice and services provided, not from commissions or product sales.
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 objective and based on your best interests.
Why Fee-Only?
- Transparency: Clear, straightforward pricing designed to help clients understand how we are compensated.
- Alignment of Interests: Our compensation comes directly from our clients rather than commissions from financial product sales.
- Client Focus Advice: Recommendations are guided by your goals, needs, and long-term financial interests.
Why Zhang Financial?
Charles Zhang, CFP®, MBA, MSFS, ChFC, is Ranked #1 in Barron’s List of 2025 Top 100 Independent Advisors, a position also held in 2024, 2023, and 2021
The 2025 list was released on September 15, 2025, based on data for the 12-month period ending June 30, 2025. Prior rankings were released annually in September of their respective years, based on data for the 12-month period ending June 30 of the award year. Zhang Financial does not pay a fee to be considered for or included in Barron’s rankings. The firm pays a licensing fee to Barron’s for the right to use the rankings and logo in marketing materials.
Click here for full ranking criteria and methodology.
Ready to take control of your financial future? Contact Zhang Financial today for a consultation.
Fee-Only, Transparent and Holistic Wealth Management.
Request a Consultation:
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.
