Preston Koslakiewicz
Zhang Financial · Portage, Michigan
Preston Koslakiewicz 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 8070834 |
| Firm size | 50 employees |
| Disclosures | None reported |
| Website | www.zhangfinancial.com |
How Preston'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 Preston
Is Preston Koslakiewicz a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Preston 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 Preston charge for financial advice?
Preston's firm, Zhang Financial, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Preston Koslakiewicz based?
Preston Koslakiewicz is based in Portage, Michigan.
What credentials does Preston Koslakiewicz hold?
Preston Koslakiewicz holds the CFP credential.
Is Preston Koslakiewicz registered with the SEC?
Yes. Preston Koslakiewicz is registered as an investment adviser representative in MI (CRD 8070834), 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 Preston Koslakiewicz?
Through Preston'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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