Zion Financial Planning, LLC

Zion Financial Planning, LLC (CRD# 289007) is a financial advisory firm headquartered in , . They manage $6,800,000 in 90 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
http://www.zionfp.com
By the Numbers
  • Total Assets Under Management
    7
    MILLION
  • Total Number of Accounts
    90
    ACCOUNTS
  • Average Account Value
    $75,556
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

TX, WA

Financial Advisors at Zion Financial Planning, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Wen-liang Huang, financial advisor Bellevue WA
Wen-liang Huang
CRD#: 5808991
Bellevue, WA

Wen-liang Huang (CRD# 5808991) is an Investment Advisor Representative working at Zion Financial Planning, LLC in Bellevue, WA and has over 13 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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