Michael Zung is a CFP-designated registered investment advisor at Java Wealth Planning, based in Lees Summit, MO, with 7 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Financial Planning & Coaching, and 6 more. Their firm serves 31 clients with $20M in assets under management.
Compensation
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Fee Structure
Java Wealth Planning includes investment advisory services as part of their Full Stack Support service. Java Wealth Planning manages investment portfolios based on your individual needs. The annual fee for Full Stack Support, which includes investment management, is a fixed dollar amount based on the complexity of your financial situation:
- $0 - $2,000,000: $9,000/year
- $2,000,001 - $4,000,000: $15,000/year
- Over $4,000,000: Contact Java Wealth for a custom quote
Fees are negotiable and may be adjusted based on additional complexity factors, such as planning needs for equity compensation. A client with stock options will generally incur an additional fee of $1,500/year and a client with restricted stock units will generally incur an additional fee of $600/year.
Contact
Michael Zung
Location
Lees Summit, MO
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Java Wealth Planning
State Registrations4 states
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Additional Information
I am a podcast geek, an introvert, a die-hard Liverpool soccer fan, and a Peacemaker on the Enneagram. I am married to my wife, Sarah, who works in special education. We have two kids, Anna and Sam.