Jing Zheng
Neat Financial Planning, LLC · Falls Church, Virginia
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.
- $21M
- Firm assets managed
- $195,000
- Firm's average account
- 2020
- First securities exam
How does Jing's firm compare?
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Neat Financial Planning, LLC's average account is about $195,000, from its Form ADV (assets managed divided by 109 accounts).
Questions about Jing
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
The full record
| 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 | $21.3M across 109 accounts |
| Credentials | CFP · MBA · EA |
| SEC registration | Investment adviser representative in VA · CRD 7188834 |
| Exams passed | Series 65 (2020) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Profile |
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Where this information comes from
- XY Planning Network directory listing : XYPN members are fee-only
- 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.
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