# Morgann Zimmer

> Morgann Zimmer is a fee-only financial advisor at Goodman Financial Corporation in Houston, Texas, who holds the CFP and CPA credentials. Morgann focuses on retirement planning, small business owners and estate & legacy planning. Goodman Financial Corporation reports charging a percentage of assets and hourly fees on its Form ADV.

Page: https://find.wellspent.co/advisors/morgann-zimmer/
Built from public directory listings; last checked April 21, 2026.

## Facts

- **Firm:** Goodman Financial Corporation
- **Based in:** Houston, Texas
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly
- **Assets under management (firm):** $915.9M across 913 accounts
- **Credentials:** CFP, CPA
- **Specialties:** Retirement planning, Small business owners, Estate & legacy planning
- **Works with:** Retirees, Executives, Early-career professionals, Ultra high net worth
- **CRD:** 6226086 (https://adviserinfo.sec.gov/individual/summary/6226086)
- **SEC registration:** Investment adviser representative in TX
- **Exams passed:** Series 65 (2013)
- **Firm size:** 26 employees
- **Disclosures:** None reported
- **Website:** https://goodmanfinancial.com

## Frequently asked questions

### Is Morgann Zimmer a fee-only financial advisor?

Yes. Morgann Zimmer is listed in the NAPFA directory (NAPFA admits only fee-only advisors). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Morgann's firm.

### How does Morgann charge for financial advice?

Morgann's firm, Goodman Financial Corporation, reports charging a percentage of assets and hourly fees on its SEC Form ADV.

### Where is Morgann Zimmer based?

Morgann Zimmer is based in Houston, Texas.

### What does Morgann specialize in?

Morgann's specialties include retirement planning, small business owners and estate & legacy planning. Morgann works with retirees, executives, early-career professionals and ultra high net worth.

### What credentials does Morgann Zimmer hold?

Morgann Zimmer holds the CFP and CPA credentials.

### Is Morgann Zimmer registered with the SEC?

Yes. Morgann Zimmer is registered as an investment adviser representative in TX (CRD 6226086), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.

### How much does Goodman Financial Corporation manage?

Goodman Financial Corporation reports $915.9M across 913 accounts in assets under management.

### How do I contact Morgann Zimmer?

Through Morgann's website, goodmanfinancial.com.

## Sources

- NAPFA directory listing (https://www.napfa.org/find-an-advisor/firm/49838): NAPFA admits only fee-only advisors
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 27, 2026
- The firm's website (https://www.goodmanfinancial.com/): specialties, clients served, and fees, checked October 28, 2026

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