# Sarah Zimmerman

> Sarah Zimmerman is a fee-only financial advisor at Kane Company Wealth Management in Johnston, Iowa, who holds the PFS credential. Kane Company Wealth Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

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

## Facts

- **Firm:** Kane Company Wealth Management
- **Based in:** Johnston, Iowa
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $284.7M across 717 accounts
- **Credentials:** PFS
- **CRD:** 7058550 (https://adviserinfo.sec.gov/individual/summary/7058550)
- **SEC registration:** Investment adviser representative in IA
- **Firm size:** 5 employees
- **Disclosures:** None reported
- **Website:** http://www.kanecompanypc.com

## Frequently asked questions

### Is Sarah Zimmerman a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Sarah holds no broker registration, and Kane Company Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Sarah charge for financial advice?

Sarah's firm, Kane Company Wealth Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Sarah Zimmerman based?

Sarah Zimmerman is based in Johnston, Iowa.

### What credentials does Sarah Zimmerman hold?

Sarah Zimmerman holds the PFS credential.

### Is Sarah Zimmerman registered with the SEC?

Yes. Sarah Zimmerman is registered as an investment adviser representative in IA (CRD 7058550), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Kane Company Wealth Management manage?

Kane Company Wealth Management reports $284.7M across 717 accounts in assets under management.

### How do I contact Sarah Zimmerman?

Through Sarah's website, www.kanecompanypc.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/7058550): 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.