Zhang Financial

Zhang Financial at a glance

• One of 237 fee-only firms based in Michigan in the Wellspent graph.
• 20 advisors are listed here; 14 of 20 hold the CFP.
• Its Form ADV reports 50 employees and 2,295 individual clients, 1,355 of them high net worth.
• Its average account is about $1.1 million (assets it manages divided by its 7,855 accounts).

Fee-only advisors in Michigan · What fee-only advisors charge in Michigan

Facts

Zhang Financial fees

What the firm's own website says it charges, checked October 28, 2026. We keep a price only when the exact words stating it appear on the page.

For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.

What its SEC filing says

Advisors at this firm (20)

• Alex Zhang

  CFP · CFA

• Amanda Hartman

• Cameron Kleinheksel

  CFP

• Charles Zhang

  CFP · ChFC

• Christine Lindberg

• David Marshall

  CFP

• Giselle Schlubatis

  CFP

• Jack Ombry

  CFP

• Kolby Smith

  CFP

• Kyle Mack

  CFP

• Kyle Triemstra

  CFP

• Levi Hendershott

  CFP

• Lynn Chen-Zhang

  CFP · CPA · MBA

• Preston Koslakiewicz

  CFP

• Robert McDougall

  CFA

• Skylar Bus

  ChFC

• Tianxing Zheng

  CFA

• Travis Veenhuis

  CFP

• Tyler Soares

  CFP · CFA

• Yuanlei Zhu

  CFA

Other fee-only firms in Bloomfield Hills

• Core Financial Planning
• Cranbrook Wealth Management
• Diversified Portfolios
• GPM Growth Investors
• Greystone Financial Group
• Heath Capital Management
• Heron Bay Capital Management
• KRS Capital Management

Fee-only advisors in Michigan