# Zachary Zimmer

> Zachary Zimmer is a fee-only financial advisor at Trebuchet Consulting in Pittsburgh, Pennsylvania, who holds the CFP credential. Zachary focuses on estate & legacy planning, tax planning and family wealth transfer. Trebuchet Consulting reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/zachary-zimmer/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Trebuchet Consulting
- **Based in:** Pittsburgh, Pennsylvania
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $1.08B across 1,026 accounts
- **Credentials:** CFP
- **Specialties:** Estate & legacy planning, Tax planning, Family wealth transfer
- **Works with:** Executives, Retirees
- **CRD:** 7467450 (https://adviserinfo.sec.gov/individual/summary/7467450)
- **SEC registration:** Investment adviser representative in PA
- **Firm size:** 7 employees
- **Disclosures:** None reported
- **Website:** http://www.trebuchetconsultingllc.com

## Frequently asked questions

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

Yes, according to SEC records as of October 29, 2026: Zachary holds no broker registration, and Trebuchet Consulting reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Zachary charge for financial advice?

Zachary's firm, Trebuchet Consulting, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Zachary Zimmer based?

Zachary Zimmer is based in Pittsburgh, Pennsylvania.

### What does Zachary specialize in?

Zachary's specialties include estate & legacy planning, tax planning and family wealth transfer. Zachary works with executives and retirees.

### What credentials does Zachary Zimmer hold?

Zachary Zimmer holds the CFP credential.

### Is Zachary Zimmer registered with the SEC?

Yes. Zachary Zimmer is registered as an investment adviser representative in PA (CRD 7467450), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Trebuchet Consulting manage?

Trebuchet Consulting reports $1.08B across 1,026 accounts in assets under management.

### How do I contact Zachary Zimmer?

Through Zachary's website, www.trebuchetconsultingllc.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/7467450): 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
- The firm's website (https://www.trebuchetconsultingllc.com/): specialties, clients served, and fees, checked October 30, 2026

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