Amanda Hartman
Zhang Financial · Portage, Michigan
Amanda Hartman is a fee-only financial advisor at Zhang Financial in Portage, Michigan. Zhang Financial reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
Request an introduction to Amanda →
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 |
| SEC registration | Investment adviser representative in MI · CRD 5110995 |
| Exams passed | Series 66 (2010) |
| Firm size | 50 employees |
| Disclosures | None reported |
| Website | www.zhangfinancial.com |
How Amanda's firm compares
- Zhang Financial's average account is about $1.1 million, from its Form ADV (assets managed divided by 7,855 accounts).
Request an introduction to Amanda
Tell Amanda a little about what you're looking for. Amanda isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Amanda
Is Amanda Hartman a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Amanda 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 Amanda charge for financial advice?
Amanda's firm, Zhang Financial, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Amanda Hartman based?
Amanda Hartman is based in Portage, Michigan.
Is Amanda Hartman registered with the SEC?
Yes. Amanda Hartman is registered as an investment adviser representative in MI (CRD 5110995), 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 Amanda Hartman?
Through Amanda'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.
See something wrong? Request a correction. Read our methodology.