Adam Zimmerman
Columbia River Advisors · Bellevue, Washington
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.
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Specialties
Facts
| Firm | Columbia River Advisors |
|---|---|
| Based in | Bellevue, Washington |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Assets under management | $191.1M across 575 accounts |
| Credentials | ChFC |
| SEC registration | Investment adviser representative in WA · CRD 4321709 |
| Exams passed | Series 63 (2001) · Series 65 (2003) |
| Firm size | 6 employees |
| Disclosures | None reported |
| Website | www.investcra.com |
| Profile |
How Adam's firm compares
- Columbia River Advisors's average account is about $332,000, from its Form ADV (assets managed divided by 575 accounts).
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Questions about Adam
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : 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
- Columbia River Advisors website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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