Zhang Financial fees and pricing
Financial planner in Portage, Michigan. Registered with the SEC.
According to its Form ADV Part 2A brochure dated March 31, 2026, Zhang Financial charges $100-$500 an hour and a flat or project fee of $250-$10,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 31, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $100-$500/hr
“Our hourly fees generally range from $100 to $500, while flat fees generally range from $250 to $10,000.”
- Flat or project fee
- $250-$10,000
From the same sentence as above.
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Zhang Financial bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Advisory fees are generally billed quarterly in advance based on the market value of the account(s) as of the last business day of the prior month.”
- “This pro-rata adjustment ensures that capital is only billed for the actual time it was managed by Zhang Financial.”
- “If no such account exists, we will invoice the client directly for the fee associated with these managed retirement assets.”
How Zhang Financial’s fees compare
- Its hourly rate of $100-$500 spans the Michigan median of $250. 61% of the 170 other Michigan planners that publish an hourly rate charge less.
- 3 of the 3 other planners in Portage that publish an hourly rate charge less.
- Its flat or project fee of $250-$10,000 spans the Michigan median of $3,250. 66% of the 137 other Michigan planners that publish a flat or project fee charge less.
- 1 of the 2 other planners in Portage that publish a flat or project fee charge less.
About Zhang Financial
“We provide individuals and other types of clients with investment management, financial planning, and other services. We provide clients with a variety of financial planning and consulting services to manage their financial resources based upon an analysis of the client’s current situation, goals, and objectives.”
- Firm size: 50 employees.
- Credentials named in the brochure: CPA.
- Registered as an adviser: 2012 (14 years).
Planning areas mentioned in the brochure
- Retirement planning
- Estate planning
- Charitable giving
Firm details from Form ADV
- How the firm is paid
- Hourly fees, fixed or flat fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 1.2% a year
- Clients
- 2,295
- Employees
- 50
- Works with
- Individuals, high net worth individuals, pension and profit sharing plans, charities, state and local governments, and businesses
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, pension consulting, and educational seminars and workshops
- Assets managed
- $8,370,163,197
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 159257
- Phone
- (269) 385-5888
Can advise clients in 26 states: Arizona, California, Colorado, Connecticut, Florida, Georgia, Illinois, Indiana, Massachusetts, Maryland, Michigan, Minnesota, North Carolina, New Jersey, New Mexico, New York, Ohio, Oregon, Pennsylvania, South Carolina, Tennessee, Texas, Utah, Virginia, Washington, Wisconsin
Other planners in Portage that publish fees
- Face 2 Face Financial Planning, LLCPortage$200-$250/hr, $500-$5,000
- Haverdink Financial Management, LLCPortage$75/hr
- Infinity Advisory GroupPortage$150-$400/hr, $1,000-$10,000
- 320 Life Financial PlanningHolland$250/hr
- 46 and 2 Investment Advisors, LLCTraverse City$200/hr
- 4Square Advisory Services, Inc.Fenton$150/hr, Up to $1,500
Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.