Zimmerman Advisory Group, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$31,271,543
Clients
96
4% high-net-worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
96
Very HighAverage account size
$325,745
About
Zimmeran Advisory Group operates as a small, fee-based registered investment adviser serving mainly individual and high-net-worth clients as well as pension and profit-sharing plans, trusts, estates, and charitable organizations, offering financial planning and asset management. Services described in the brochure include tailored financial planning (retirement, tax, estate, education funding), discretionary and non‑discretionary portfolio management, and referrals to third‑party money managers.
The firm’s process begins with an evaluation of a client’s financial position and risk profile and emphasizes tailored strategies informed by fundamental and technical analysis, with periodic reviews and reporting. Clients may grant discretionary trading authority to the firm or participate in the GeoWealth wrap platform and related sub‑adviser models, with implementation choices made according to each client’s objectives and consent.
Distinctive features noted in the brochure include tuition‑based public and private educational workshops on retirement topics (workbooks provided), a service that is uncommon among similar solo independent advisers, and an ongoing role as liaison to third‑party money managers for which the firm receives referral fees. The firm’s disclosure also documents prior state regulatory orders involving its principal related to securities registration and insurance licensing.
Client services
Financial planning
Portfolio management
Selection of other advisers
Educational seminars or workshops
Expertise
ESG / Sustainable investing
Options & derivatives strategies
Wealth management
Fee options
Educational workshops tuition up to $59 per household; fees due upon sign-up.
$0 - $50,000: 2.00% annually $50,001 - $250,000: 1.75% annually $250,001 - $500,000: 1.65% annually $500,001 - $1,000,000: 1.50% annually $1,000,001 - $2,500,000: 1.25% annually $2,500,001+: 1.00% annually
Fee-only: Fee-based financial planning; fees billed monthly in arrears based on tiered AUM schedule.
Main office location
Zimmerman Advisory Group, LLC
5650 Blazer Pkwy, Ste 100
Dublin OH 43017, United States
Number of offices
1
Most active in
Zimmerman Advisory Group, LLC has reported serving >5 clients in these states in the last 12 months.
Ohio
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
-
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.
-
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.
Forms ADV
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