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CHARLES ZHANG HAS BEEN RANKED #4 IN THE NATION AND #1 IN THE STATE OF MICHIGAN BY FORBES FOR 2025

  • On April 9, 2025, Forbes ranked Charles Zhang as a top financial advisor.
  • Charles Zhang's success stems from Zhang Financial's fee-only compensation structure.
  • Zhang Financial, founded by Charles Zhang and Lynn Chen-Zhang, manages over $6.5 billion in assets.
  • Forbes ranked Charles Zhang #4 nationally and #1 in Michigan for 2025; Barron's ranked him #1 in 2024.
  • Zhang's fee-only structure ensures clients receive unbiased advice, eliminating conflicts of interest.
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Mason City Globe GazetteMason City Globe Gazette
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CHARLES ZHANG HAS BEEN RANKED #4 IN THE NATION AND #1 IN THE STATE OF MICHIGAN BY FORBES FOR 2025

PORTAGE, Mich., April 9, 2025 /PRNewswire/ -- Charles Zhang, CFP®, has been ranked #4 on Forbes' list of America's Top Wealth Advisors for 2025 and he is the highest ranked fee-only advisor on the list. Forbes simultaneously ranked Charles the…

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Hometown Source broke the news in on Wednesday, April 9, 2025.
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