ZIMMERMAN WEALTH MANAGEMENT, LLC
SEC Registeredcomprehensive, Proactive, committed.
About the firm
Zimmerman Wealth Management, LLC is a fee-only, fiduciary SEC Registered Investment Advisor and financial planning and wealth management firm located in Evanston, Illinois, serving clients in the greater Chicago area and across the country. As a team of CERTIFIED FINANCIAL PLANNER professionals, ZWM provides comprehensive financial planning and investment management, putting clients' best interests first. The firm has grown primarily via referrals and serves families across multiple generations.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Comprehensive, fee-only financial planning and wealth management including financial independence and retirement planning, investment planning and implementation, risk analysis and insurance planning, estate planning strategy, tax planning, charitable giving, family asset preservation and multi-generational wealth planning, and business and succession planning.
Who they serve
Individuals, couples, and families, including multi-generational family clients, seeking comprehensive and highly personalized financial advice.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 9 | $146k |
| High Net Worth Individuals | 216 | $472M |
4 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
6 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| First $5,000,000 | 1.00% |
| Next $5,000,000 | 0.75% |
| Next $5,000,000 | 0.65% |
| Next $10,000,000 | 0.50% |
| Over $25,000,000 | 0.00% |
Data as of March 25, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. ZIMMERMAN WEALTH MANAGEMENT, LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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