Lynn Chen-Zhang
Zhang Financial · Bloomfield Hills, Michigan
Lynn Chen-Zhang is a fee-only financial advisor at Zhang Financial in Bloomfield Hills, Michigan, who holds the CFP, CPA and MBA credentials. Lynn focuses on retirement planning, estate & legacy planning and tax planning. Zhang Financial reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Facts
| Firm | Zhang Financial |
|---|---|
| Based in | Bloomfield Hills, Michigan |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Fees (firm's website) | A $1,000,000 asset minimum |
| Assets under management | $8.37B across 7,855 accounts |
| Credentials | CFP · CPA · MBA · MS · ChFC · CLU · MSFS · CFA · JD |
| SEC registration | Investment adviser representative in MI, TX · CRD 3125565 |
| Exams passed | Series 63 (1999) |
| Firm size | 50 employees |
| Disclosures | None reported |
| Website | zhangfinancial.com |
| Profile |
How Lynn'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 Lynn
Is Lynn Chen-Zhang a fee-only financial advisor?
Yes. Lynn Chen-Zhang is listed in the NAPFA directory (NAPFA admits only fee-only advisors). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Lynn's firm.
How does Lynn charge for financial advice?
Lynn's firm, Zhang Financial, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
How much does Lynn charge?
According to Zhang Financial's website, checked October 28, 2026: a $1,000,000 asset minimum.
Where is Lynn Chen-Zhang based?
Lynn Chen-Zhang is based in Bloomfield Hills, Michigan.
What does Lynn specialize in?
Lynn's specialties include retirement planning, estate & legacy planning, tax planning and equity compensation.
What credentials does Lynn Chen-Zhang hold?
Lynn Chen-Zhang holds the CFP, CPA, MBA, MS, ChFC, CLU, MSFS, CFA and JD credentials.
Is Lynn Chen-Zhang registered with the SEC?
Yes. Lynn Chen-Zhang is registered as an investment adviser representative in MI and TX (CRD 3125565), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.
How much does Zhang Financial manage?
Zhang Financial reports $8.37B across 7,855 accounts in assets under management.
How do I contact Lynn Chen-Zhang?
Through Lynn's website, zhangfinancial.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- Zhang Financial website : specialties, clients served, and fees, checked October 28, 2026
- 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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