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- Custodian
- Altruist ยท Charles Schwab & Company
- Clients
- Retail
- Platforms
- QuantumVertex +more
- Established Date
- 11-15-2023
- Office Locations
- 1
Office Locations
About Neat Financial Planning
Neat Financial Planning is a fee-only fiduciary practice led by Jing Zheng (CFP, EA) delivering ongoing and one-time comprehensive planning plus investment management for busy professionals and families, with particular focus on mid-career, growing, and immigrant/multicultural households. Portfolios emphasize diversification and tax mitigation when opportunities arise, with independent investment-vehicle selection. Featured in outlets including CNBC.
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Owner & Executives
JING ZHENG
Chief Compliance Officer, Financial Services Representative, Investment Adviser Representative, Managing Member, Owner
- CRD
- #7188834
- Ownership
- 75% or more
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $18,317,017 | -- |
| Non-Discretionary | $2,986,817 | -- |
| Total | $21,303,834 | -- |
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Separately Managed Accounts
Total SMA Asset: $21,303,834
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $373,239,173 | 34.5% |
| Equity - Exchange | $213,124,977 | 19.7% |
| Cash | $169,850,870 | 15.7% |
| U.S. Government/Agency | $325,637,655 | 30.1% |
| Total | $1,081,852,675 | 100.0% |