Dan Wood
Zimmerman Wealth Management, LLC · Evanston, Illinois
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.
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Specialties
Who they serve
- Retirees
- Early-career professionals
- Mid-life transitions
- Divorced individuals
- Founders
Facts
| Firm | Zimmerman Wealth Management, LLC |
|---|---|
| Based in | Evanston, Illinois |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $472.4M across 225 accounts |
| Credentials | CFA · CFP |
| SEC registration | Investment adviser representative in IL · CRD 6611781 |
| Exams passed | Series 65 (2019) |
| Firm size | 7 employees |
| Disclosures | None reported |
| Website | zimmermanwealth.com |
| Profile |
How Dan's firm compares
- Zimmerman Wealth Management, LLC's average account is about $2.1 million, from its Form ADV (assets managed divided by 225 accounts).
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Questions about Dan
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- Zimmerman Wealth Management, LLC website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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