T.e. Zimmerman, Investment Services fees and pricing
Financial planner in Langhorne, Pennsylvania. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated June 20, 2025, T.e. Zimmerman, Investment Services charges a monthly fee of $250 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed June 20, 2025. Fees can change, so confirm with the firm before you hire them.
- Monthly fee
- $250/mo
“(Quarterly fees not to exceed $250 per month) as negotiated per client.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
About T.e. Zimmerman, Investment Services
- Solo practice: one person runs the firm, so you work directly with the planner.
- Registered as an adviser: 2009 (17 years).
Firm details from Form ADV
- How the firm is paid
- Fixed or flat fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 2.5% a year
- Employees
- 1
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and pension consulting
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 146822
- Phone
- (215) 757-2239
Other planners in Langhorne that publish fees
- American Advisors LLCLanghorne$250/hr, $150-$800/mo
- 100 Plus PlanningCenter Valley$1,000-$6,000
- 10TH Street CapitalPhiladelphia$300/hr, $3,000-$20,000
- 2ND Story Wealth PlannersPlymouth Meeting$400/hr, $3,000-$6,000
- 80 West Asset Management, LLCPittsburgh$250/hr, $2,000/yr
- A Better Way Financial, LLCAllentown$500-$2,399/yr
Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.