Morgann Zimmer
Goodman Financial Corporation · Houston, Texas
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.
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Specialties
Who they serve
- Retirees
- Executives
- Early-career professionals
- Ultra high net worth
Facts
| Firm | Goodman Financial Corporation |
|---|---|
| Based in | Houston, Texas |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Assets under management | $915.9M across 913 accounts |
| Credentials | CFP · CPA |
| SEC registration | Investment adviser representative in TX · CRD 6226086 |
| Exams passed | Series 65 (2013) |
| Firm size | 26 employees |
| Disclosures | None reported |
| Website | goodmanfinancial.com |
| Profile |
How Morgann's firm compares
- Goodman Financial Corporation's average account is about $1.0 million, from its Form ADV (assets managed divided by 913 accounts).
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Questions about Morgann
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Houston
Other advisors in Texas who focus on retirement planning
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- Goodman Financial Corporation website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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