# Jiaxuan Zhuang

> Jiaxuan Zhuang is a fee-only financial advisor at MZ Capital in Bethesda, Maryland. Jiaxuan focuses on tax planning, estate & legacy planning and small business owners. MZ Capital reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/jiaxuan-zhuang/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** MZ Capital
- **Based in:** Bethesda, Maryland
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $150.1M across 71 accounts
- **Specialties:** Tax planning, Estate & legacy planning, Small business owners, Physicians & residents, Founders (pre-exit), Family wealth transfer
- **Works with:** Physicians, Founders
- **CRD:** 3231950 (https://adviserinfo.sec.gov/individual/summary/3231950)
- **SEC registration:** Investment adviser representative in DC, MD, VA
- **Exams passed:** Series 65 (2005)
- **Firm size:** 2 employees
- **Disclosures:** None reported
- **Website:** http://www.mzcap.com

## Frequently asked questions

### Is Jiaxuan Zhuang a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Jiaxuan holds no broker registration, and MZ Capital reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Jiaxuan charge for financial advice?

Jiaxuan's firm, MZ Capital, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Jiaxuan Zhuang based?

Jiaxuan Zhuang is based in Bethesda, Maryland.

### What does Jiaxuan specialize in?

Jiaxuan's specialties include tax planning, estate & legacy planning, small business owners, physicians & residents, founders (pre-exit) and family wealth transfer. Jiaxuan works with physicians and founders.

### Is Jiaxuan Zhuang registered with the SEC?

Yes. Jiaxuan Zhuang is registered as an investment adviser representative in DC, MD and VA (CRD 3231950), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does MZ Capital manage?

MZ Capital reports $150.1M across 71 accounts in assets under management.

### How do I contact Jiaxuan Zhuang?

Through Jiaxuan's website, www.mzcap.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/3231950): 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
- The firm's website (https://mzcap.com/): specialties, clients served, and fees, checked October 30, 2026

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