← All advisor profiles
BACKGROUND & PLANNING FOCUS
Get to know Charles.
Charles Zhang is the founder and president of Zhang Financial. The firm describes its practice as fee-only wealth management, with investment, financial planning, tax, and estate planning capabilities.
- Reported firm
- Zhang Financial
- CRD number
- Not listed in this profile
- Minimum investment
- Ask the professional
- Fees & compensation
- Confirm directly before engaging
BEFORE YOU MAKE A DECISION
Start with better questions.
- Which services and experience are most relevant to my situation?
- In what capacity would you work with me, and when would you act as a fiduciary?
- What would I pay, including commissions, product costs, and any referral fees?
- Who holds my assets, and how would we communicate and measure progress?
Check the current official record.
A directory listing is not a current registration check, endorsement, or indication that a professional is accepting clients.
FINRA BrokerCheck SEC investment adviser searchSOURCES & FRESHNESS
Know where the information comes from.
Profile assembled from published professional sources · checked September 16, 2026. Details can change; use the original source to confirm.
Firm headquarters listed on official website
Suggest a correction ↗THE RIGHT CONVERSATION STARTS HERE
Find help for the financial decisions ahead.
Start with your priorities, explore relevant profiles, and tell us whether you’d like help arranging a conversation.
Find your match Ask our team to follow up ↗You choose how to be contacted. No obligation.