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
Zion Financial Planning, LLC
By the Numbers
-
Total Assets Under Management7MILLION
-
Total Number of Accounts90ACCOUNTS
-
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
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
TX, WA
Financial Advisors at Zion Financial Planning, LLC
1
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.
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