Zimmer Financial Planning fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed July 11, 2025. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$300/hr

“Depending upon the complexity of the situation and the needs of the client, the hourly fee for these services is $300.”

Annual fee

$7,500⁠-⁠$15,000/yr

“Depending upon the complexity of the situation and the needs of the client, the annual retainer for comprehensive financial planning is between $7,500 and $15,000.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Zimmer Financial Planning bills

Payment and refund terms, quoted from the fee section of the brochure.

• “Fees are paid in advance, but never more than six months in advance.”
• “Fees that are charged in advance will be refunded based on the prorated amount of work completed at the point of termination.”
• “The fees are negotiable and the final fee schedule will be attached as Exhibit II of the Financial Planning Agreement.”

How Zimmer Financial Planning’s fees compare

• Its hourly rate of $300 is above the Pennsylvania median of $250. 57% of the 267 other Pennsylvania planners that publish an hourly rate charge less.
• Its annual fee of $7,500-$15,000 is above the Pennsylvania median of $6,000. 68% of the 74 other Pennsylvania planners that publish an annual fee charge less.
• It doesn't charge a percentage of the assets it manages, so its fee won't grow with your portfolio.

About Zimmer Financial Planning

• Solo practice: one person runs the firm, so you work directly with the planner.
• Registered as an adviser: 2012 (14 years).

Planning areas mentioned in the brochure

• Retirement planning
• Tax planning
• Estate planning
• College planning
• Cash flow and budgeting

Firm details from Form ADV

How the firm is paid

Hourly fees, fixed or flat fees

Charges a % of assets

No

Clients

25

Employees

1

Works with

High net worth individuals

Services reported to regulators

Financial planning

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

164654

Phone

(412) 418-1871

Can advise clients in 2 states: Ohio, Pennsylvania

Other planners in Pennsylvania that publish fees

• 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
• A. Neff Associates LLCPittsburgh$150/hr

Compare all 621 planners in Pennsylvania