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
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.