Financial Advisor Comparison Tool


Financial advisor comparison tool

is your advisor the right one for you?

The Financial Advisor Comparison Tool, created by the National Association of Personal Financial Advisors (NAPFA), is a thorough questionnaire you can use to evaluate a financial advisor.

Please click the link for Zhang Financial's completed questionnaire:  
Zhang Financial Questionnaire

Zhang Financial

5931 Oakland Drive Portage, MI 49024
List of office locations
Email: | 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.