Thomas Zimmerman
Zimmerman Wealth Management · Evanston, Illinois
Thomas Zimmerman is a fee-only financial advisor at Zimmerman Wealth Management in Evanston, Illinois, 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 Thomas →
Facts
| Firm | Zimmerman Wealth Management |
|---|---|
| Based in | Evanston, Illinois |
| 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 · CRD 1198889 |
| Exams passed | Series 63 (1983) · Series 65 (1998) |
| Firm size | 7 employees |
| Disclosures | None reported |
| Website | www.zimmermanwealth.com |
How Thomas'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 Thomas
Tell Thomas a little about what you're looking for. Thomas 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 Thomas
Is Thomas Zimmerman a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Thomas 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 Thomas charge for financial advice?
Thomas's firm, Zimmerman Wealth Management, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Thomas Zimmerman based?
Thomas Zimmerman is based in Evanston, Illinois.
What credentials does Thomas Zimmerman hold?
Thomas Zimmerman holds the CFP credential.
Is Thomas Zimmerman registered with the SEC?
Yes. Thomas Zimmerman is registered as an investment adviser representative in IL (CRD 1198889), 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 Thomas Zimmerman?
Through Thomas's website, www.zimmermanwealth.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Evanston
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.