# Jack Ombry

> Jack Ombry 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.

Page: https://find.wellspent.co/advisors/jack-ombry/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** Zhang Financial
- **Based in:** Portage, Michigan
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $8.37B across 7,855 accounts
- **Credentials:** CFP
- **CRD:** 8238429 (https://adviserinfo.sec.gov/individual/summary/8238429)
- **SEC registration:** Investment adviser representative in MI
- **Firm size:** 50 employees
- **Disclosures:** None reported
- **Website:** http://www.zhangfinancial.com

## Frequently asked questions

### Is Jack Ombry a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Jack 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 Jack charge for financial advice?

Jack's firm, Zhang Financial, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Jack Ombry based?

Jack Ombry is based in Portage, Michigan.

### What credentials does Jack Ombry hold?

Jack Ombry holds the CFP credential.

### Is Jack Ombry registered with the SEC?

Yes. Jack Ombry is registered as an investment adviser representative in MI (CRD 8238429), 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 Jack Ombry?

Through Jack's website, www.zhangfinancial.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/8238429): 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 and Form ADV: registration, exams, and firm facts, data as of October 29, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.