Jing Zheng is a CFP-designated registered investment advisor at Neat Financial Planning, based in Falls Church, VA, with 5 years of industry experience. Jing operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Corporate Executives, Estate Planning, Financial Planning & Coaching, and 4 more. Their firm serves 14 clients with $8.2M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.95% |
| $2.0M - $3.0M | 0.80% |
| $3.0M - $5.0M | 0.70% |
| $5M+ | 0.50% |
For Ongoing Financial Planning clients who also use our Investment Management Services, we will waive the investment management fee for the first $650,000 of assets under management.
Fee Estimator
Contact
Jing Zheng
Location
103 Rowell Court, Upper Suite, Falls Church, VA, 22046
Get directionsHistory
Regulatory History
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.
Learn about disclosures →Other Business Activities
Jing Zheng holds insurance licenses and can provide insurance analyses and recommendations. However, she will not sell insurance products or receive commissions due to Neat Financial Planning, LLC's fee-only structure.
Employment History
Current Registrations
Neat Financial Planning
Previous Registrations
Goldman Sachs Personal Financial Management
State Registrations1 state
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
Hi, I'm Jing, the founder of Neat Financial Planning. I started Neat Financial Planning with a clear vision: to provide the kind of financial advice I would want for my family and friends. I take pride in this profession but have found myself disillusioned with the industry's focus on Asset Under Management (AUM) and the push towards certain investment products. My true passion lies in providing effective and attentive comprehensive financial planning to busy families and professionals. It's my sincere hope that through our partnership, you will be able to regain control of your time and resources, allowing you to focus on aspects of life that are most meaningful and fulfilling to you.