Fee-only adviser · Evanston, IL
Zimmerman Wealth Management, LLC
Zimmerman Wealth Management, LLC is a fee-only investment adviser registered with the U.S. Securities and Exchange Commission, with its main office in Evanston, Illinois. On its latest Form ADV, filed August 27, 2026, it reports $472M in regulatory assets under management, 225 individual clients and 5 employees who give investment advice. It reports no commission compensation, is not registered as a broker-dealer and does not act as an insurance agent.
Key facts from Form ADV
| Registration | SEC-registered |
|---|---|
| Firm CRD number | 127526 · SEC file 801-62210 |
| Office | 500 Davis Street Suite 1005 Evanston, IL 60201 |
| Phone | (847) 556-3200 |
| Website | www.zimmermanwealth.com |
| Regulatory assets under management | $472M ($468M discretionary) |
| Individual clients | 9 non-high-net-worth, 216 high-net-worth |
| Financial planning clients | 101-250 |
| How it charges | Percentage of assets, Fixed fee |
| Services | Financial planning, Portfolio management |
| Employees | 7 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | August 27, 2026 |
Source: the firm’s Form ADV Part 1A as published by the SEC’s Investment Adviser Public Disclosure database, data as of November 6, 2026. Figures are self-reported by the firm.
What this means for you
- It offers hourly or fixed-fee arrangements, so you may be able to pay for a plan without handing over your investments.
- It also charges a percentage of assets managed for ongoing investment management.
- Most of its individual clients are high-net-worth, which on Form ADV means they meet the SEC’s qualified-client or qualified-purchaser test: broadly, more than $1 million managed by the adviser or a net worth above $2 million, with the thresholds indexed for inflation.
- It provides financial planning services, not only portfolio management.
- It reports no disciplinary history on Form ADV.
Before you hire any adviser
Read the firm’s Form ADV Part 2 brochure on its SEC record: it sets out fees, minimums, conflicts of interest and who will manage your money. Ask whether the firm acts as a fiduciary for all of your accounts, how it is paid in total, and who holds your assets. Our guide to choosing a financial adviser lists the questions to ask.
Other fee-only advisers in Evanston
- Blue Sky Investment Partners, Inc. $118M
- Bondurant Investment Advisory, LLC $111M
- Lind Capital Partners $235M
- Seed Wealth Management, Inc. $189M
See all 5 fee-only advisers in Evanston →
Nearby
- Wilmette 2 firms
- Skokie 3 firms
- Lincolnwood 1 firm
- Northfield 7 firms
- Winnetka 8 firms
- Glencoe 1 firm
- Glenview 3 firms
- Park Ridge 2 firms
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