Michael Zung
Java Wealth Planning · Lees Summit, Missouri
Michael Zung is a fee-only financial advisor at Java Wealth Planning in Lees Summit, Missouri, who holds the CFP credential.
- $20M
- Firm assets managed
- $141,000
- Firm's average account
- 2018
- First securities exam
What Michael focuses on
Who Michael works with
- Tech employees
How does Michael's firm compare?
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Java Wealth Planning's average account is about $141,000, from its Form ADV (assets managed divided by 145 accounts).
Questions about Michael
Is Michael Zung a fee-only financial advisor?
Yes. Michael Zung is listed in the NAPFA directory (NAPFA admits only fee-only advisors) and 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 Michael's firm.
How does Michael Zung charge for financial advice?
Michael Zung charges a flat fee or retainer.
Where is Michael Zung based?
Michael Zung is based in Lees Summit, Missouri.
What does Michael Zung specialize in?
Michael Zung's specialties include equity compensation, tax planning, retirement planning and founders (pre-exit). Michael works with tech employees.
What credentials does Michael Zung hold?
Michael Zung holds the CFP credential.
Is Michael Zung registered with the SEC?
Yes. Michael Zung is registered as an investment adviser representative in CA, MO, NY and TX (CRD 6974834), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.
How much does Java Wealth Planning manage?
Java Wealth Planning reports $20.4M across 145 accounts in assets under management.
How do I contact Michael Zung?
Through Michael Zung's website, javawealth.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
The full record
| Firm | Java Wealth Planning |
|---|---|
| Based in | Lees Summit, Missouri |
| Fee model | Flat fee or retainer |
| Accepting new clients | Not currently |
| Assets under management | $20.4M across 145 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CA, MO, NY, TX · CRD 6974834 |
| Exams passed | Series 65 (2018) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | javawealth.com |
| Profile |
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Other fee-only advisors in Missouri
Other advisors in Missouri who focus on equity compensation
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- XY Planning Network directory listing : XYPN members are fee-only
- Java Wealth Planning 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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