ZIMMERMAN ADVISORY GROUP, LLC

Overview

Zimmerman Advisory Group, LLC is a small independent registered investment adviser that focuses on serving individual and family clients with a mix of financial planning and portfolio management. The firm acts as a capital allocator and offers fee arrangements that include percentage-of-AUM billing, fixed fees and other fee structures. Core advisory services include financial planning, discretionary portfolio management for individuals and small businesses, manager selection, and investor education through seminars and workshops. Investment positioning is equity‑centric: the firm shows a clear preference for exchange‑traded equities as the principal vehicle for client portfolios. Zimmerman Advisory Group is not positioned as an ESG‑focused manager, does not operate as a multi‑state pension consultant, and does not list related advisers. Their business model is consistent with a boutique RIA concentrating on direct client relationships and customized allocation decisions rather than institutional mandates.

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