Zimmerman Wealth Management, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Zimmeran Wealth Management is an SEC-registered advisory firm that provides discretionary investment management, comprehensive financial planning, and pension consulting to a mix of individuals (both non‑HNW and high‑net‑worth), trusts, employee benefit plans, charitable organizations and privately held entities. The firm delivers continuous portfolio supervision and written financial plans, and also advises plan sponsors on retirement plan investment menus.
The firm generally follows a conservative, long‑term asset allocation approach that leans on mutual funds, ETFs and closed‑end funds but is not limited to those vehicles; its analytic toolkit combines fundamental analysis with technical and cyclical methods and uses both long‑ and short‑term purchase strategies as warranted. Accounts are typically managed on a discretionary basis with ongoing monitoring, written quarterly reporting, and the ability to document client investment restrictions in an investment policy statement.
Compared with many peers, Zimmerman Wealth Management manages several hundred client accounts while overseeing roughly half a billion dollars in regulatory assets under management, suggesting a relatively high average account size and a more concentrated client roster. The firm also operates with an institutional custodial relationship that provides trading, reporting and practice‑management technology, maintains proxy‑voting authority for client accounts, and is majority‑influenced by a principal holding over 25% ownership.
Client services
Expertise
Fee options
Fixed fees typically range from $8,500 to $20,000 for financial planning services
$0 - $5,000,000: 1.00% $5,000,001 - $10,000,000: 0.75% $10,000,001 - $15,000,000: 0.65% $15,000,001 - $25,000,000: 0.50% $25,000,001 - > $25,000,000: Quoted on a customized basis
$95 to $600 per hour for financial planning services
Account minimum: $2,000,000 Minimum fee: Minimum annual fee of $20,000 for investment supervisory services Fee-only: Financial planning fees may be charged as fixed fees ranging from $8,500 to $20,000, or hourly fees ranging from $95 to $600 per hour, or as a percentage of assets under management at the rates in the portfolio management fee tiers.
Main office
See office500 Davis Street, Suite 1005
Evanston IL 60201
Advisors at this office
4
Offices (3)
Most active in
Illinois · Louisiana
Also doing business as
Hefter Wealth Management, LLC · Zimmerman Wealth Management, LLC
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.
Quick links
Advisors at this firm
Sara H
CFP®, CFA®, Series 65
Evanston, IL
Zimmerman Wealth Management, LLC
Sara Hostalet is a financial advisor at Zimmerman Wealth Management, LLC with five years of industry experience. She holds the CFP®, CFA®, and Series 65 designations. Prior to joining Zimmerman Wealth Management in 2021, she worked at Ariel Investments, LLC and Faipointe Capital LLC. Zimmerman Wealth Management is an SEC-registered advisory firm serving individuals, trusts, employee benefit plans, charitable organizations, and privately held entities. The firm employs a conservative, long-term asset allocation strategy using mutual funds, ETFs, and closed-end funds, managing client accounts on a discretionary basis with ongoing monitoring and regular reporting.
Thomas Z
CFP®, Series 63, Series 65
Evanston, IL
Zimmerman Wealth Management, LLC
Thomas Zimmerman is a CFP® professional with 28 years of industry experience, currently serving at Zimmerman Wealth Management, LLC since 2003. He holds Series 63 and Series 65 licenses and is based in Evanston, IL. Zimmerman Wealth Management is an SEC-registered advisory firm providing discretionary investment management, comprehensive financial planning, and pension consulting to individuals, trusts, employee benefit plans, charitable organizations, and privately held entities. The firm employs a conservative, long-term asset allocation strategy with a focus on mutual funds, ETFs, and closed-end funds, managing several hundred client accounts with roughly half a billion dollars in assets under management.
Mona E
CFP®, Series 65
New Orleans, LA
Zimmerman Wealth Management, LLC
Mona Edwards is a financial advisor at Zimmerman Wealth Management, LLC in New Orleans, LA, holding CFP® and Series 65 designations with five years of industry experience. She has been with Zimmerman Wealth Management since 2007. Zimmerman Wealth Management is an SEC-registered advisory firm serving individuals, trusts, employee benefit plans, charitable organizations, and privately held entities. The firm employs a conservative, long-term asset allocation strategy using mutual funds, ETFs, and closed-end funds, and offers discretionary portfolio management with ongoing monitoring and quarterly reporting.
Daniel W
CFP®, CFA®, Series 65
Evanston, IL
Zimmerman Wealth Management, LLC
Daniel Wood is a CFP®, CFA®, and holds a Series 65 license with eight years of industry experience. He has been with Zimmerman Wealth Management, LLC since 2018 and previously worked at State Farm VP Management Corp. and State Farm Insurance from 2016 to 2018. Zimmerman Wealth Management is an SEC-registered advisory firm serving individuals, trusts, employee benefit plans, charitable organizations, and privately held entities. The firm employs a conservative, long-term asset allocation strategy using mutual funds, ETFs, and closed-end funds, providing discretionary portfolio management and comprehensive financial planning.
Marshall G
CFP®, Series 65
Evanston, IL
Zimmerman Wealth Management, LLC
Marshall Garrett is a CFP® with five years of industry experience, currently serving as an advisor at Zimmerman Wealth Management, LLC since 2013. He holds a Series 65 license and operates out of Evanston, IL. Zimmerman Wealth Management is an SEC-registered advisory firm offering discretionary investment management, comprehensive financial planning, and pension consulting to individuals, trusts, employee benefit plans, charitable organizations, and privately held entities. The firm employs a conservative, long-term asset allocation strategy using mutual funds, ETFs, and closed-end funds, with a focus on continuous portfolio supervision and written financial plans.
John H
CFP®, Series 66
Evanston, IL
Zimmerman Wealth Management, LLC
John Harris is a CFP® and holds a Series 66 license with six years of industry experience. He is currently an advisor at Zimmerman Wealth Management, LLC, where he has worked since 2025. Prior to joining Zimmerman, he held positions at Pathstone and Valic Financial Advisors, and has experience in both academic and corporate settings. Zimmerman Wealth Management is an SEC-registered advisory firm that provides discretionary investment management, comprehensive financial planning, and pension consulting to a diverse client base including individuals, trusts, employee benefit plans, charitable organizations, and privately held entities. The firm employs a conservative, long-term asset allocation approach using a mix of mutual funds, ETFs, and closed-end funds, with accounts typically managed on a discretionary basis and supported by ongoing monitoring and written reporting.
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