Lawrence Zimmerman
Zimmerman Advisory Group · Dublin, Ohio
Lawrence Zimmerman is a fee-only financial advisor at Zimmerman Advisory Group in Dublin, Ohio. Lawrence focuses on retirement planning. Zimmerman Advisory Group reports charging a percentage of assets and fixed fees on its Form ADV.
Request an introduction to Lawrence →
Specialties
Who they serve
- Retirees
- Pre-retirees
Facts
| Firm | Zimmerman Advisory Group |
|---|---|
| Based in | Dublin, Ohio |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Accepting new clients | Yes |
| Assets under management | $31.3M across 169 accounts |
| SEC registration | Investment adviser representative in OH · CRD 5066166 |
| Exams passed | Series 65 (2005) |
| Firm size | 1 employee |
| Disclosures | Reported; see the SEC record |
| Website | www.zimmermanadvisory.com |
| Profile |
How Lawrence's firm compares
- Zimmerman Advisory Group's average account is about $185,000, from its Form ADV (assets managed divided by 169 accounts).
Request an introduction to Lawrence
Tell Lawrence a little about what you're looking for. Lawrence isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Lawrence
Is Lawrence Zimmerman a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Lawrence holds no broker registration, and Zimmerman Advisory Group reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Lawrence charge for financial advice?
Lawrence's firm, Zimmerman Advisory Group, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Lawrence Zimmerman based?
Lawrence Zimmerman is based in Dublin, Ohio.
What does Lawrence specialize in?
Lawrence's specialties include retirement planning. Lawrence works with retirees and pre-retirees.
Is Lawrence Zimmerman registered with the SEC?
Yes. Lawrence Zimmerman is registered as an investment adviser representative in OH (CRD 5066166), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.
How much does Zimmerman Advisory Group manage?
Zimmerman Advisory Group reports $31.3M across 169 accounts in assets under management.
How do I contact Lawrence Zimmerman?
Through Lawrence's website, www.zimmermanadvisory.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
- Zimmerman Advisory Group 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.
See something wrong? Request a correction. Read our methodology.