Joel Zerbe
Vista Cima Wealth Management · Surprise, Arizona
Joel Zerbe is a fee-only financial advisor at Vista Cima Wealth Management in Surprise, Arizona. Joel focuses on retirement planning. Vista Cima Wealth Management reports charging a percentage of assets and fixed fees on its Form ADV.
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Specialties
Facts
| Firm | Vista Cima Wealth Management |
|---|---|
| Based in | Surprise, Arizona |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $142.5M across 687 accounts |
| SEC registration | Investment adviser representative in AZ, TX · CRD 6272599 |
| Exams passed | Series 66 (2014) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | www.vistacima.com |
| Profile |
How Joel's firm compares
- Vista Cima Wealth Management's average account is about $207,000, from its Form ADV (assets managed divided by 687 accounts).
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Questions about Joel
Is Joel Zerbe a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Joel holds no broker registration, and Vista Cima Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Joel charge for financial advice?
Joel's firm, Vista Cima Wealth Management, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Joel Zerbe based?
Joel Zerbe is based in Surprise, Arizona.
What does Joel specialize in?
Joel's specialties include retirement planning.
Is Joel Zerbe registered with the SEC?
Yes. Joel Zerbe is registered as an investment adviser representative in AZ and TX (CRD 6272599), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Vista Cima Wealth Management manage?
Vista Cima Wealth Management reports $142.5M across 687 accounts in assets under management.
How do I contact Joel Zerbe?
Through Joel's website, www.vistacima.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
- Vista Cima Wealth Management 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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