Kelley Zimmerman
Burns Matteson Capital Management · Corning, New York
Kelley Zimmerman is a fee-only financial advisor at Burns Matteson Capital Management in Corning, New York. Burns Matteson Capital Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Who they serve
- Retirees
- Ultra high net worth
- Multi-generational families
Facts
| Firm | Burns Matteson Capital Management |
|---|---|
| Based in | Corning, New York |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $400.4M across 1,042 accounts |
| SEC registration | Investment adviser representative in NY · CRD 4891740 |
| Exams passed | Series 65 (2019) |
| Firm size | 6 employees |
| Disclosures | None reported |
| Website | www.burnsmatteson.com |
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Questions about Kelley
Is Kelley Zimmerman a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Kelley holds no broker registration, and Burns Matteson Capital Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Kelley charge for financial advice?
Kelley's firm, Burns Matteson Capital Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Kelley Zimmerman based?
Kelley Zimmerman is based in Corning, New York.
Is Kelley Zimmerman registered with the SEC?
Yes. Kelley Zimmerman is registered as an investment adviser representative in NY (CRD 4891740), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Burns Matteson Capital Management manage?
Burns Matteson Capital Management reports $400.4M across 1,042 accounts in assets under management.
How do I contact Kelley Zimmerman?
Through Kelley's website, www.burnsmatteson.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
- Burns Matteson Capital 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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