# George Zimmerman

> George Zimmerman is a fee-only financial advisor at RIO Financial Planning in Portland, Oregon. George focuses on retirement planning. RIO Financial Planning reports charging a percentage of assets and hourly fees on its Form ADV.

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

## Facts

- **Firm:** RIO Financial Planning
- **Based in:** Portland, Oregon
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly
- **Assets under management (firm):** $7.7M across 59 accounts
- **Specialties:** Retirement planning
- **CRD:** 5717077 (https://adviserinfo.sec.gov/individual/summary/5717077)
- **SEC registration:** Investment adviser representative in OR
- **Exams passed:** Series 63 (2009), Series 65 (2014)
- **Firm size:** 1 employee
- **Disclosures:** None reported
- **Website:** https://riofinancialplanning.com

## Frequently asked questions

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

Yes, according to SEC records as of October 29, 2026: George holds no broker registration, and RIO Financial Planning reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does George charge for financial advice?

George's firm, RIO Financial Planning, reports charging a percentage of assets and hourly fees on its SEC Form ADV.

### Where is George Zimmerman based?

George Zimmerman is based in Portland, Oregon.

### What does George specialize in?

George's specialties include retirement planning.

### Is George Zimmerman registered with the SEC?

Yes. George Zimmerman is registered as an investment adviser representative in OR (CRD 5717077), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does RIO Financial Planning manage?

RIO Financial Planning reports $7.7M across 59 accounts in assets under management.

### How do I contact George Zimmerman?

Through George's website, riofinancialplanning.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/5717077): 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.riofinancialplanning.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.