Neat Financial Planning
Firm details
- Headquarters
- Falls Church, Virginia
- CRD number
- 328302
- Custodians
- CHARLES SCHWAB & CO., INC., ALTRUIST FINANCIAL LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI65.88%
- Individuals34.12%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other AdvisersEducational Seminars / Workshops
Firm profile
FINTRXOverview
Neat Financial Planning operates as an independent, individual-owned LLC that provides advice primarily to individuals and families. The firm combines financial planning with portfolio management for individuals and small businesses, and it also offers selection of third‑party advisers and educational workshops. It lists accounting among its business activities and bills clients through a mix of AUM fees, hourly charges, and fixed fees. The firm identifies itself as a capital allocator, and its regulatory filing indicates it is not positioning itself as an ESG-focused or multi-state advisory practice.
Assets & Accounts
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds95%
- Exchange Traded Equities4%
- US Government Bonds1%
- Cash & Cash Equivalents1%
Contacts
1 of 1
Jing Zheng
Founder and Financial PlannerCRD 7188834
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Falls Church, VA
Falls Church City
Location
Falls Church, VA
Headquartered in Falls Church, VA, anchoring the Washington-Baltimore-Arlington, DC-MD-VA-WV-PA metro in the South.
- Metro area
- Washington-Baltimore-Arlington, DC-MD-VA-WV-PA
- Region
- South
- County
- Falls Church City
- Address
- 200 Little Falls St
- Time zone
- ET (UTC-5)
- Office locations
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