Mona Edwards
Zimmerman Wealth Management · New Orleans, Louisiana
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.
Request an introduction to Mona →
Facts
| Firm | Zimmerman Wealth Management |
|---|---|
| Based in | New Orleans, Louisiana |
| 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, LA · CRD 5083738 |
| Exams passed | Series 65 (2018) |
| Firm size | 7 employees |
| Disclosures | None reported |
| Website | www.zimmermanwealth.com |
How Mona's firm compares
- Zimmerman Wealth Management's average account is about $2.1 million, from its Form ADV (assets managed divided by 225 accounts).
Request an introduction to Mona
Tell Mona a little about what you're looking for. Mona 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 Mona
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.
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.
See something wrong? Request a correction. Read our methodology.