Keyi Zhang
Advisor at Fempire Mindset LLC
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
About
Keyi Zhang is a financial advisor at Fempire Mindset LLC with a Series 65 designation and five years of industry experience. Prior to founding Fempire Mindset, Zhang worked at Liu Holdings LLC and Deep Blue AI. Fempire Mindset LLC provides personalized financial planning and consulting services to individuals and high-net-worth clients, focusing on comprehensive written plans and one-time consultations. The firm emphasizes fundamental analysis in its recommendations and operates under a fee-only model without managing client assets or executing transactions.
Client services
Based on Fempire Mindset LLC
Financial planning
Newsletters or periodicals
Educational seminars or workshops
Expertise
Based on Fempire Mindset LLC
General retirement planning
General estate planning guidance
Cash flow / budgeting
Fee options
Typical fixed fee of $3,500 for financial planning and consulting services
$350 per hour for financial planning and consulting services
Minimum fee: Minimum hourly fee of $350 for financial planning and consulting services Fee-only: Fee-only financial planning and consulting services
Location
Lynnwood, WA
Most active in
Keyi Z has reported serving >5 clients in these states in the last 12 months.
Washington
Work history
Fempire Mindset
2021 - Present (5 years)
Liu Holdings LLC
2018 - 2021 (3 years)
Deep Blue AI
2018 - 2018 (1 year)
Full Time Student
2014 - 2018 (4 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Sean G
Series 66
Everett, WA
Elderrock Financial LLC
Huihwan Y
Series 63, Series 65
Kirkland, WA
Waterhill Capital, LLC
Shai W
Series 65
Suquamish, WA
Shai Weinbaum Investment Management
Ronald C
CFA®
Kirkland, WA
Lakeside Financial Inc.
Dwayne R
CFP®, ChFC®, Series 66
Kirkland, WA
Valiant Financial Planning, LLC
Janice B
Series 63, Series 65
Kirkland, WA
Concepts Financial Services, LLC
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")