Ez Financial Group Inc.

Ez Financial Group Inc. (CRD# 143813) is a financial advisory firm headquartered in Austin, TX. They manage $5,000,000 in 40 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    5
    MILLION
  • Total Number of Accounts
    40
    ACCOUNTS
  • Average Account Value
    $125,000
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

TX

Financial Advisors at Ez Financial Group Inc.
Showing 1 - 3 of 3 top financial advisors.
1
Jesus Marquez
CRD#: 5909698
Pearland, TX
93
Wealthminder
score

Jesus Marquez (CRD# 5909698) is an Investment Advisor Representative working at Ez Financial Group Inc. in Pearland, TX and has over 6 years of experience in the finance industry.

2
Eric X. Zhao
CRD#: 3126673
3200 Steck Avenue, Suite 270, Austin, TX 78757
93
Wealthminder
score

Eric Zhao (CRD# 3126673) is an Investment Advisor Representative working at Ez Financial Group Inc. in Austin, TX and has over 19 years of experience in the finance industry.

3
Lucy M. Zhao
CRD#: 5713028
3200 Steck Avenue, Suite 270, Austin, TX 78757
87
Wealthminder
score

Lucy Zhao (CRD# 5713028) is an Investment Advisor Representative working at Ez Financial Group Inc. in Austin, TX and has 1 year of experience in the finance industry.

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