Robert Zimberg
Financial Mountain · Boulder, Colorado
Robert Zimberg is a fee-only financial advisor at Financial Mountain in Boulder, Colorado, who holds the CFP credential. Financial Mountain reports charging a percentage of assets and fixed fees on its Form ADV.
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Facts
| Firm | Financial Mountain |
|---|---|
| Based in | Boulder, Colorado |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $111.3M across 449 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CO · CRD 4349021 |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | www.financialmountainonline.com |
How Robert's firm compares
- Financial Mountain's average account is about $248,000, from its Form ADV (assets managed divided by 449 accounts).
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Questions about Robert
Is Robert Zimberg a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Robert holds no broker registration, and Financial Mountain reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Robert charge for financial advice?
Robert's firm, Financial Mountain, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Robert Zimberg based?
Robert Zimberg is based in Boulder, Colorado.
What credentials does Robert Zimberg hold?
Robert Zimberg holds the CFP credential.
Is Robert Zimberg registered with the SEC?
Yes. Robert Zimberg is registered as an investment adviser representative in CO (CRD 4349021), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Financial Mountain manage?
Financial Mountain reports $111.3M across 449 accounts in assets under management.
How do I contact Robert Zimberg?
Through Robert's website, www.financialmountainonline.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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