Zimmerman Wealth Management, LLC fees
Financial planner in Evanston, Illinois. Registered with the SEC.
According to its Form ADV Part 2A brochure dated August 27, 2026, Zimmerman Wealth Management, LLC (Evanston, IL) charges $95-$600 an hour and a flat or project fee of $8,500-$20,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed August 27, 2026. Fees can change.
- Hourly rate
- $95-
$600/hr “Fees charged on an hourly basis generally range from $95 to $600 per hour.”
- Flat or project fee
- $8,500-
$20,000 “Our fixed fee arrangements typically range from $8,500 to $20,000, depending on the complexity of the case and the specific fee arrangement reached with the client.”
Read by software from the firm's brochure. Check the brochure (PDF) (opens in new tab) before you hire.
How Zimmerman Wealth Management, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Any remaining balances are due upon completion of the plan.”
- “Typically, a client will be billed quarterly in advance based on our total estimated financial planning fees.”
How these fees compare
- Its hourly rate of $95 to $600 runs from below the Illinois median of $275 to above it.
- Its flat or project fee of $8,500 to $20,000 is above the Illinois median of $4,650. 91% of the 79 other planners in Illinois that publish a flat or project fee charge less.
- 2 of the 3 other planners in Evanston that publish a flat or project fee charge less.
About Zimmerman Wealth Management, LLC
- Registered as an adviser: 2003 (23 years).
Firm details from Form ADV
- How the firm is paid
- Hourly fees, flat or fixed fees, and a percentage of assets under management
- Charges a % of assets
- Yes
- Minimum account size
- $2,000,000 in assets (stated in brochure)
- Clients
- 225
- Employees
- 7
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Assets managed
- $472 million
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported on Form ADV as of August 27, 2026
- CRD number
- 127526 (opens in new tab)
- Phone
- (847) 556-3200
Other planners in Evanston that publish fees
- Blue Sky Investment Partners, Inc.Evanston$1,500-$2,500
- Defender Asset Management LLCEvanston$125/hr, $1,500-$30,000
- Haven Financial Solutions, IncEvanston$300/hr
- Pinnacle Planning Advisors, LLCEvanstonUp to $350/hr, $800-$3,000
More planners in Illinois that publish fees
- Arena Private WealthChicago$250/hr
- Echo Prudent Capital LLCGlenview$100-$5,000
- Indie Financial PlanningChicago$200/hr
- Stratfinx WealthChicago$250/hr
- Merino Wealth ManagementGlenview$500/hr, $8,000-$25,000/yr
- JK Financial Planning, Inc.Vernon Hills$175-$350/hr, up to $2,850
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.