Linda Zimmermann Financial Planning and Counseling

Linda Zimmermann Financial Planning and Counseling at a glance

• One of 147 fee-only firms based in Indiana in the Wellspent graph.
• 1 advisor is listed here, who holds the CFP.
• Its Form ADV reports 1 employee and 80 individual clients, 21 of them high net worth.
• Its average account is about $597,000 (assets it manages divided by its 139 accounts).

Fee-only advisors in Indiana · What fee-only advisors charge in Indiana

Facts

Linda Zimmermann Financial Planning and Counseling fees

Linda Zimmermann Financial Planning and Counseling doesn't publish its prices on its website, or we couldn't confirm them word for word. Ask for its Form ADV Part 2A, which must describe its fees.

For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.

What its SEC filing says

Advisors at this firm (1)

• Linda Zimmermann

  CFP