BZ
BZ

Bo Zhang

1 Year of Experience
Pittsburgh, PA

Bo Zhang is a registered investment advisor at Finease Consulting, based in Pittsburgh, PA, with 1 years of industry experience. Bo operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching.

Compensation
Fixed/Hourly
Firm Size
1 advisor
IM Fee
Planning only

Fee Structure

For a complete financial plan, FinEase Consulting charges a fixed fee that generally does not exceed $1,000. The fee is determined after reviewing your financial situation and considering the complexity and time required. The fee is negotiable.

One-Time Plan:Up to $1,000
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Location

Pittsburgh, PA

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Finease Consulting
August 2024 - Present · 1 yr 9 mos
State Registrations1 state
PA
Advisor

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
No exam information available for this advisor.