Zimmerman Advisory Group, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Zimmeran Advisory Group operates as a small, fee-based registered investment adviser serving mainly individual and high-net-worth clients as well as pension and profit-sharing plans, trusts, estates, and charitable organizations, offering financial planning and asset management. Services described in the brochure include tailored financial planning (retirement, tax, estate, education funding), discretionary and non‑discretionary portfolio management, and referrals to third‑party money managers.
The firm’s process begins with an evaluation of a client’s financial position and risk profile and emphasizes tailored strategies informed by fundamental and technical analysis, with periodic reviews and reporting. Clients may grant discretionary trading authority to the firm or participate in the GeoWealth wrap platform and related sub‑adviser models, with implementation choices made according to each client’s objectives and consent.
Distinctive features noted in the brochure include tuition‑based public and private educational workshops on retirement topics (workbooks provided), a service that is uncommon among similar solo independent advisers, and an ongoing role as liaison to third‑party money managers for which the firm receives referral fees. The firm’s disclosure also documents prior state regulatory orders involving its principal related to securities registration and insurance licensing.
Client services
Expertise
Fee options
Educational workshops tuition up to $59 per household; fees due upon sign-up.
$0 - $50,000: 2.00% annually $50,001 - $250,000: 1.75% annually $250,001 - $500,000: 1.65% annually $500,001 - $1,000,000: 1.50% annually $1,000,001 - $2,500,000: 1.25% annually $2,500,001+: 1.00% annually
Fee-only: Fee-based financial planning; fees billed monthly in arrears based on tiered AUM schedule.
Main office
5650 Blazer Pkwy, Ste 100
Dublin OH 43017
Advisors at this office
1
Most active in
Ohio
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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