Michael Zung is a CFP-designated registered investment advisor at Java Wealth Planning, based in Lees Summit, MO, with 8 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Corporate Executives, Education Planning, and 9 more. Their firm serves 31 clients with $20M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Investment management is included as part of Java Wealth Planning's ongoing comprehensive planning service, called Full Stack Support. The annual fee depends on the size of your total investment portfolio:
- Portfolios up to $2,000,000 — $9,000 per year
- Portfolios from $2,000,001 to $4,000,000 — $15,000 per year
- Portfolios over $4,000,000 — Custom quote available upon request
There is also an initial setup fee ranging from $1,800 to $4,000 due at the start of the engagement. Additional fees may apply if you have complex equity compensation, such as stock options or restricted stock units.
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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Learn about disclosures →Employment History
Current Registrations
Java Wealth Planning
State Registrations4 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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.
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