# Jing Zheng

> Jing Zheng is a fee-only financial advisor at Neat Financial Planning, LLC in Falls Church, Virginia, who holds the CFP, MBA and EA credentials. Neat Financial Planning, LLC reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/jing-zheng/
Built from public directory listings; last checked October 27, 2026.

## Facts

- **Firm:** Neat Financial Planning, LLC
- **Based in:** Falls Church, Virginia
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $21.3M across 109 accounts
- **Credentials:** CFP, MBA, EA
- **CRD:** 7188834 (https://adviserinfo.sec.gov/individual/summary/7188834)
- **SEC registration:** Investment adviser representative in VA
- **Exams passed:** Series 65 (2020)
- **Firm size:** 1 employee
- **Disclosures:** None reported

## Frequently asked questions

### Is Jing Zheng a fee-only financial advisor?

Yes. Jing Zheng is listed in 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 Jing's firm.

### How does Jing Zheng charge for financial advice?

Jing's firm, Neat Financial Planning, LLC, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Jing Zheng based?

Jing Zheng is based in Falls Church, Virginia.

### What credentials does Jing Zheng hold?

Jing Zheng holds the CFP, MBA and EA credentials.

### Is Jing Zheng registered with the SEC?

Yes. Jing Zheng is registered as an investment adviser representative in VA (CRD 7188834), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.

### How much does Neat Financial Planning, LLC manage?

Neat Financial Planning, LLC reports $21.3M across 109 accounts in assets under management.

### How do I contact Jing Zheng?

Contact details aren't on file yet. Search for Neat Financial Planning, LLC.

## Sources

- XY Planning Network directory listing (https://www.xyplanningnetwork.com/find-an-advisor/jing-zheng-75230): XYPN members are fee-only
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 27, 2026

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