George Zimmerman
RIO Financial Planning · Portland, Oregon
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.
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Specialties
Facts
| Firm | RIO Financial Planning |
|---|---|
| Based in | Portland, Oregon |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Assets under management | $7.7M across 59 accounts |
| SEC registration | Investment adviser representative in OR · CRD 5717077 |
| Exams passed | Series 63 (2009) · Series 65 (2014) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | riofinancialplanning.com |
How George's firm compares
- RIO Financial Planning's average account is about $130,000, from its Form ADV (assets managed divided by 59 accounts).
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Questions about George
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.
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
- RIO Financial Planning 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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