Katherine Wimmer
Wimmer Associates · Pasadena, California
Katherine Wimmer is a fee-only financial advisor at Wimmer Associates in Pasadena, California, who holds the CIC credential. Wimmer Associates reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Wimmer Associates |
|---|---|
| Based in | Pasadena, California |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $475.9M across 151 accounts |
| Credentials | CIC |
| SEC registration | Investment adviser representative in CA · CRD 2053433 |
| Exams passed | Series 63 (1993) · Series 65 (1990) |
| Firm size | 4 employees |
| Disclosures | None reported |
| Website | www.wimmerassociates.com |
| Profile |
How Katherine's firm compares
- Wimmer Associates's average account is about $3.2 million, from its Form ADV (assets managed divided by 151 accounts).
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Questions about Katherine
Is Katherine Wimmer a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Katherine holds no broker registration, and Wimmer Associates reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Katherine charge for financial advice?
Katherine's firm, Wimmer Associates, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Katherine Wimmer based?
Katherine Wimmer is based in Pasadena, California.
What credentials does Katherine Wimmer hold?
Katherine Wimmer holds the CIC credential.
Is Katherine Wimmer registered with the SEC?
Yes. Katherine Wimmer is registered as an investment adviser representative in CA (CRD 2053433), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Wimmer Associates manage?
Wimmer Associates reports $475.9M across 151 accounts in assets under management.
How do I contact Katherine Wimmer?
Through Katherine's website, www.wimmerassociates.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Pasadena
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
- 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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