Zimmerman Wealth Management, LLC

Zimmerman Wealth Management, LLC at a glance

• One of 330 fee-only firms based in Illinois in the Wellspent graph.
• 6 advisors are listed here; all hold the CFP.
• Its Form ADV reports 7 employees and 225 individual clients, 216 of them high net worth.
• Its average account is about $2.1 million (assets it manages divided by its 225 accounts).

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

Facts

Zimmerman Wealth Management, LLC fees

Zimmerman Wealth Management, LLC 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 (6)

• Dan Wood

  CFA · CFP

• John Harris

  CFP

• Marshall Garrett

  CFP

• Mona Edwards

  CFP

• Sara Hostalet

  CFP · CFA

• Thomas Zimmerman

  CFP

Other fee-only firms in Evanston

• Bondurant Investment Advisory
• Defender Asset Management
• Haven Financial Solutions, Inc.
• i2i Analytics
• Investment Consultants
• JAC Wealth Management Services
• Pinnacle Planning Advisors
• Retire Secure Financial Planning, LLC

Fee-only advisors in Illinois