Alex Zhang
Zhang Financial · Portage, Michigan
Alex Zhang is a fee-only financial advisor at Zhang Financial in Portage, Michigan, who holds the CFP and CFA credentials. Zhang Financial reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Zhang Financial |
|---|---|
| Based in | Portage, Michigan |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $8.37B across 7,855 accounts |
| Credentials | CFP · CFA |
| SEC registration | Investment adviser representative in MI · CRD 7270806 |
| Exams passed | Series 63 (2020) |
| Firm size | 50 employees |
| Disclosures | None reported |
| Website | www.zhangfinancial.com |
How Alex's firm compares
- Zhang Financial's average account is about $1.1 million, from its Form ADV (assets managed divided by 7,855 accounts).
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Questions about Alex
Is Alex Zhang a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Alex holds no broker registration, and Zhang Financial reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Alex charge for financial advice?
Alex's firm, Zhang Financial, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Alex Zhang based?
Alex Zhang is based in Portage, Michigan.
What credentials does Alex Zhang hold?
Alex Zhang holds the CFP and CFA credentials.
Is Alex Zhang registered with the SEC?
Yes. Alex Zhang is registered as an investment adviser representative in MI (CRD 7270806), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Zhang Financial manage?
Zhang Financial reports $8.37B across 7,855 accounts in assets under management.
How do I contact Alex Zhang?
Through Alex's website, www.zhangfinancial.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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