# Adam Zimmerman

> Adam Zimmerman is a fee-only financial advisor at Columbia River Advisors in Bellevue, Washington, who holds the ChFC credential. Adam focuses on divorce financial planning. Columbia River Advisors reports charging a percentage of assets and hourly fees on its Form ADV.

Page: https://find.wellspent.co/advisors/adam-zimmerman/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Columbia River Advisors
- **Based in:** Bellevue, Washington
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly
- **Assets under management (firm):** $191.1M across 575 accounts
- **Credentials:** ChFC
- **Specialties:** Divorce financial planning
- **CRD:** 4321709 (https://adviserinfo.sec.gov/individual/summary/4321709)
- **SEC registration:** Investment adviser representative in WA
- **Exams passed:** Series 63 (2001), Series 65 (2003)
- **Firm size:** 6 employees
- **Disclosures:** None reported
- **Website:** http://www.investcra.com

## Frequently asked questions

### Is Adam Zimmerman a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Adam holds no broker registration, and Columbia River Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Adam charge for financial advice?

Adam's firm, Columbia River Advisors, reports charging a percentage of assets and hourly fees on its SEC Form ADV.

### Where is Adam Zimmerman based?

Adam Zimmerman is based in Bellevue, Washington.

### What does Adam specialize in?

Adam's specialties include divorce financial planning.

### What credentials does Adam Zimmerman hold?

Adam Zimmerman holds the ChFC credential.

### Is Adam Zimmerman registered with the SEC?

Yes. Adam Zimmerman is registered as an investment adviser representative in WA (CRD 4321709), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Columbia River Advisors manage?

Columbia River Advisors reports $191.1M across 575 accounts in assets under management.

### How do I contact Adam Zimmerman?

Through Adam's website, www.investcra.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/4321709): the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://www.trustcra.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.