Wen Liang Huang
Advisor at Zion Financial Planning, LLC
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.
Advisor at Zion Financial Planning, LLC
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.
Firm
Zion Financial Planning, LLC
Location
Bellevue, WA
Credentials
CFP®, ChFC®, Series 63, Series 65
Industry experience
15 years
Wen Liang Huang is a CFP® and ChFC® with 15 years of industry experience, currently serving as the sole advisor at Zion Financial Planning, LLC since 2017. Prior to founding the firm, he held positions at Minnesota Life Insurance Co., Securian Financial Services, Eagle Strategies, Nylife Securities, and Waddell & Reed. Huang also provides tax services as an enrolled agent and acts as a financial counselor to military personnel. Zion Financial Planning, LLC serves individuals, business owners, professionals, and executives, including some high-net-worth clients, offering discretionary asset management and comprehensive financial planning. The firm employs a goal-based, tailored planning approach that integrates fundamental, technical, and cyclical analysis, and also provides tax planning and commissionable insurance products alongside fee-based advice.
Based on Zion Financial Planning, LLC
Based on Zion Financial Planning, LLC
Based on Zion Financial Planning, LLC
Based on Zion Financial Planning, LLC
Fixed fee $6,000 annually ($500/month) for ongoing financial planning
$0 - $1,000,000: 1.00% annually $1,000,000 - $2,000,000: 0.75% annually $2,000,000+: 0.50% annually
$600 per hour or $10 per minute (minimum 5 minutes)
Account minimum: $30,000 Fee-only: Hourly fee of $600 per hour; Fixed fee $6,000 annually ($500/month) for ongoing financial planning
Bellevue, WA
Texas · Washington
Zion Financial Planning, LLC
2017 - Present (9 years)
Minnesota Life Insurance Co.
2016 - 2017 (1 year)
Securian Financial Services, Inc.
2016 - 2017 (1 year)
Eagle Strategies (NY Life)
2016 - 2016 (1 year)
Nylife Securities LLc
2016 - 2016 (1 year)
Waddell & Reed, Inc
2013 - 2016 (3 years)
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Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
Broker-dealer / trader
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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.
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