Kyle Triemstra
Zhang Financial · Portage, Michigan
Kyle Triemstra 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.
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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 7678430 |
| Firm size | 50 employees |
| Disclosures | None reported |
| Website | www.zhangfinancial.com |
How Kyle's firm compares
- Zhang Financial's average account is about $1.1 million, from its Form ADV (assets managed divided by 7,855 accounts).
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Questions about Kyle
Is Kyle Triemstra a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Kyle 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 Kyle charge for financial advice?
Kyle's firm, Zhang Financial, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Kyle Triemstra based?
Kyle Triemstra is based in Portage, Michigan.
What credentials does Kyle Triemstra hold?
Kyle Triemstra holds the CFP credential.
Is Kyle Triemstra registered with the SEC?
Yes. Kyle Triemstra is registered as an investment adviser representative in MI (CRD 7678430), 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 Kyle Triemstra?
Through Kyle'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.
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