Wen-Liang Huang
Wen-Liang Huang is a CFP, ChFC-designated registered investment advisor at Zion Financial Planning, LLC, based in Bellevue, WA, with 15 years of industry experience. Their practice areas include Business Owners, Charitable Giving, Corporate Executives, Education Planning, and 7 more. Their firm serves 92 clients with $7.6M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.75% |
| $2M+ | 0.50% |
The annual fee may be negotiable. Accounts within the same household may be combined for a reduced fee.
Fee Estimator
Location
Bellevue, WA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Zion Financial Planning, LLC
Previous Registrations
Securian Financial Services, INC.
Securian Financial Services, INC.Broker
Eagle Strategies LLC
Nylife Securities LLCBroker
Waddell & Reed
Waddell & ReedBroker
Transamerica Financial Advisors, INC.
Transamerica Financial Advisors, INCBroker
MML Investors Services, LLC
MML Investors Services, LLCBroker
State Registrations2 states
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