# Dan Wood

> Dan Wood is a fee-only financial advisor at Zimmerman Wealth Management, LLC in Evanston, Illinois, who holds the CFA and CFP credentials. Dan focuses on retirement planning, estate & legacy planning and tax planning. Zimmerman Wealth Management, LLC reports charging a percentage of assets and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/dan-wood/
Built from public directory listings; last checked April 21, 2026.

## Facts

- **Firm:** Zimmerman Wealth Management, LLC
- **Based in:** Evanston, Illinois
- **Fee model (firm's Form ADV):** Percentage of assets; Fixed fees
- **Assets under management (firm):** $472.4M across 225 accounts
- **Credentials:** CFA, CFP
- **Specialties:** Retirement planning, Estate & legacy planning, Tax planning, Family wealth transfer, Small business owners
- **Works with:** Retirees, Early-career professionals, Mid-life transitions, Divorced individuals, Founders
- **CRD:** 6611781 (https://adviserinfo.sec.gov/individual/summary/6611781)
- **SEC registration:** Investment adviser representative in IL
- **Exams passed:** Series 65 (2019)
- **Firm size:** 7 employees
- **Disclosures:** None reported
- **Website:** http://zimmermanwealth.com

## Frequently asked questions

### Is Dan Wood a fee-only financial advisor?

Yes. Dan Wood is listed in the NAPFA directory (NAPFA admits only fee-only advisors). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Dan's firm.

### How does Dan charge for financial advice?

Dan's firm, Zimmerman Wealth Management, LLC, reports charging a percentage of assets and fixed fees on its SEC Form ADV.

### Where is Dan Wood based?

Dan Wood is based in Evanston, Illinois.

### What does Dan specialize in?

Dan's specialties include retirement planning, estate & legacy planning, tax planning, family wealth transfer and small business owners. Dan works with retirees, early-career professionals, mid-life transitions, divorced individuals and founders.

### What credentials does Dan Wood hold?

Dan Wood holds the CFA and CFP credentials.

### Is Dan Wood registered with the SEC?

Yes. Dan Wood is registered as an investment adviser representative in IL (CRD 6611781), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.

### How much does Zimmerman Wealth Management, LLC manage?

Zimmerman Wealth Management, LLC reports $472.4M across 225 accounts in assets under management.

### How do I contact Dan Wood?

Through Dan's website, zimmermanwealth.com.

## Sources

- NAPFA directory listing (https://www.napfa.org/find-an-advisor/firm/2910): NAPFA admits only fee-only advisors
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 27, 2026
- The firm's website (https://zimmermanwealth.com/): specialties, clients served, and fees, checked October 28, 2026

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