Ez Financial Group Inc.

Ez Financial Group Inc. (CRD# 143813) is a financial advisory firm headquartered in Austin, TX. They manage $11,000,000 in 30 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    11
    MILLION
  • Total Number of Accounts
    30
    ACCOUNTS
  • Average Account Value
    $366,667
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 - 2 of 2 top financial advisors.
1
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 18 years of experience in the finance industry.

2
Jesus Marquez
CRD#: 5909698
Pearland, TX
90
Wealthminder
score

Jesus Marquez (CRD# 5909698) is an Investment Advisor Representative working at Ez Financial Group Inc. in Pearland, TX and has over 5 years of experience in the finance industry.

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