Zachary Zimmer
Trebuchet Consulting · Pittsburgh, Pennsylvania
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.
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Specialties
Who they serve
- Executives
- Retirees
Facts
| Firm | Trebuchet Consulting |
|---|---|
| Based in | Pittsburgh, Pennsylvania |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $1.08B across 1,026 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in PA · CRD 7467450 |
| Firm size | 7 employees |
| Disclosures | None reported |
| Website | www.trebuchetconsultingllc.com |
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Questions about Zachary
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.
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
- Trebuchet Consulting website : specialties, clients served, and fees, checked October 30, 2026
- 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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