Giselle Schlubatis
Zhang Financial · Portage, Michigan
Giselle Schlubatis is a fee-only financial advisor at Zhang Financial in Portage, Michigan, who holds the CFP credential. Zhang Financial reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
Request an introduction to Giselle →
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 |
| SEC registration | Investment adviser representative in MI · CRD 5422796 |
| Exams passed | Series 66 (2007) |
| Firm size | 50 employees |
| Disclosures | None reported |
| Website | www.zhangfinancial.com |
How Giselle'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 Giselle
Tell Giselle a little about what you're looking for. Giselle 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 Giselle
Is Giselle Schlubatis a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Giselle 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 Giselle charge for financial advice?
Giselle's firm, Zhang Financial, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Giselle Schlubatis based?
Giselle Schlubatis is based in Portage, Michigan.
What credentials does Giselle Schlubatis hold?
Giselle Schlubatis holds the CFP credential.
Is Giselle Schlubatis registered with the SEC?
Yes. Giselle Schlubatis is registered as an investment adviser representative in MI (CRD 5422796), 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 Giselle Schlubatis?
Through Giselle'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.