Chao Zhang
Think Different Wealth Advisors LLC · Allen, Texas
Chao Zhang is a fee-only financial advisor at Think Different Wealth Advisors LLC in Allen, Texas, who holds the CFA, CFP and MBA credentials. Chao charges a percentage of assets (0.5%–1% a year of assets managed and a $300,000 asset minimum) and focuses on equity compensation, physicians & residents and retirement planning.
Request an introduction to Chao →
Specialties
Who they serve
- Tech employees
- Physicians
Facts
| Firm | Think Different Wealth Advisors LLC |
|---|---|
| Based in | Allen, Texas |
| Fee model | Percentage of assets |
| Fees (firm's website) | 0.5%–1% a year of assets managed · A $300,000 asset minimum |
| Works virtually | Yes |
| Accepting new clients | Yes |
| Assets under management | $20.2M across 98 accounts |
| Credentials | CFA · CFP · MBA |
| SEC registration | Investment adviser representative in CA, TX · CRD 7405406 |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | thinkdifferentwealth.com |
| Profile |
How Chao's firm compares
- Think Different Wealth Advisors LLC's average account is about $206,000, from its Form ADV (assets managed divided by 98 accounts).
Request an introduction to Chao
Tell Chao a little about what you're looking for. Chao 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 Chao
Is Chao Zhang a fee-only financial advisor?
Yes. Chao Zhang is listed in the NAPFA directory (NAPFA admits only fee-only advisors) and the XY Planning Network directory (XYPN members are fee-only). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Chao's firm.
How does Chao charge for financial advice?
Chao charges a percentage of assets.
How much does Chao charge?
According to Think Different Wealth Advisors LLC's website, checked October 28, 2026: 0.5%–1% a year of assets managed; a $300,000 asset minimum.
Does Chao work with clients virtually?
Yes. Think Different Wealth Advisors LLC says on its website that it works with clients remotely.
Where is Chao Zhang based?
Chao Zhang is based in Allen, Texas.
What does Chao specialize in?
Chao's specialties include equity compensation, physicians & residents, retirement planning, tax planning and estate & legacy planning. Chao works with tech employees and physicians.
What credentials does Chao Zhang hold?
Chao Zhang holds the CFA, CFP and MBA credentials.
Is Chao Zhang registered with the SEC?
Yes. Chao Zhang is registered as an investment adviser representative in CA and TX (CRD 7405406), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.
How much does Think Different Wealth Advisors LLC manage?
Think Different Wealth Advisors LLC reports $20.2M across 98 accounts in assets under management.
How do I contact Chao Zhang?
Through Chao's website, thinkdifferentwealth.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Allen
Other advisors in Texas who focus on equity compensation
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- XY Planning Network directory listing : XYPN members are fee-only
- Think Different Wealth Advisors LLC website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
See something wrong? Request a correction. Read our methodology.