Zimmerman Capital Management fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 24, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$250/hr

“Fees for such services are calculated at an hourly rate of $250, subject to a 4 hour minimum and may be billed hourly or as a flat fee.”

Quarterly fee

$2,500/qtr

“The minimum quarterly fee is $2,500.”

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

How Zimmerman Capital Management bills

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

• “All fees are negotiable and disclosed in advance and are subject to mutual approval by the client and Zimmerman Capital Management in a written Agreement.”
• “Clients may request to be billed directly.”
• “Clients may request to be billed directly.”

How Zimmerman Capital Management’s fees compare

• Its hourly rate of $250 matches the Ohio median of $250. 40% of the 219 other Ohio planners that publish an hourly rate charge less.

About Zimmerman Capital Management

• Solo practice: one person runs the firm, so you work directly with the planner.
• Credentials named in the brochure: CFP® and EA.
• Registered as an adviser: 2000 (26 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, percentage of assets under management

Charges a % of assets

Yes

Minimum

$2,500 minimum fee (stated in brochure)

Clients

56

Employees

1

Works with

Individuals, high net worth individuals, pension and profit sharing plans, and charities

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, and pension consulting

Assets managed

$95,217,015

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

120619

Website

zimmermancapital.com (opens in new tab)

Phone

(330) 332-4261

Other planners in Salem that publish fees

• Unrivaled Wealth ManagementSalem$500/hr, $500⁠-⁠$8,000
• 1TaxfinancialCincinnati$300/hr
• Aan Wealth Advisors LLCCanton$250/hr
• Access Wealth Group, LLCDublin$150⁠-⁠$400/hr
• Accountable Financial Planning LLCWesterville$200/hr, $2,500/yr
• Adams and Co Financial ServicesCincinnati$500⁠-⁠$2,500

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