Marshall Garrett
Zimmerman Wealth Management · Evanston, Illinois
Marshall Garrett is a fee-only financial advisor at Zimmerman Wealth Management in Evanston, Illinois, who holds the CFP credential. Zimmerman Wealth Management reports charging a percentage of assets and fixed fees on its Form ADV.
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Facts
| Firm | Zimmerman Wealth Management |
|---|---|
| Based in | Evanston, Illinois |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $472.4M across 225 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in IL · CRD 7350982 |
| Exams passed | Series 65 (2019) |
| Firm size | 7 employees |
| Disclosures | None reported |
| Website | www.zimmermanwealth.com |
How Marshall's firm compares
- Zimmerman Wealth Management's average account is about $2.1 million, from its Form ADV (assets managed divided by 225 accounts).
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Questions about Marshall
Is Marshall Garrett a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Marshall holds no broker registration, and Zimmerman Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Marshall charge for financial advice?
Marshall's firm, Zimmerman Wealth Management, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Marshall Garrett based?
Marshall Garrett is based in Evanston, Illinois.
What credentials does Marshall Garrett hold?
Marshall Garrett holds the CFP credential.
Is Marshall Garrett registered with the SEC?
Yes. Marshall Garrett is registered as an investment adviser representative in IL (CRD 7350982), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Zimmerman Wealth Management manage?
Zimmerman Wealth Management reports $472.4M across 225 accounts in assets under management.
How do I contact Marshall Garrett?
Through Marshall's website, www.zimmermanwealth.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
- 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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