# Mona Edwards

> Mona Edwards is a fee-only financial advisor at Zimmerman Wealth Management in New Orleans, Louisiana, who holds the CFP credential. Zimmerman Wealth Management reports charging a percentage of assets and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/mona-edwards/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** Zimmerman Wealth Management
- **Based in:** New Orleans, Louisiana
- **Fee model (firm's Form ADV):** Percentage of assets; Fixed fees
- **Assets under management (firm):** $472.4M across 225 accounts
- **Credentials:** CFP
- **CRD:** 5083738 (https://adviserinfo.sec.gov/individual/summary/5083738)
- **SEC registration:** Investment adviser representative in IL, LA
- **Exams passed:** Series 65 (2018)
- **Firm size:** 7 employees
- **Disclosures:** None reported
- **Website:** http://www.zimmermanwealth.com/

## Frequently asked questions

### Is Mona Edwards a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Mona 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 Mona charge for financial advice?

Mona's firm, Zimmerman Wealth Management, reports charging a percentage of assets and fixed fees on its SEC Form ADV.

### Where is Mona Edwards based?

Mona Edwards is based in New Orleans, Louisiana.

### What credentials does Mona Edwards hold?

Mona Edwards holds the CFP credential.

### Is Mona Edwards registered with the SEC?

Yes. Mona Edwards is registered as an investment adviser representative in IL and LA (CRD 5083738), 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 Mona Edwards?

Through Mona's website, www.zimmermanwealth.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/5083738): 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 and Form ADV: registration, exams, and firm facts, data as of October 29, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.