EZ
CFP
EZ
CFP

Elisabeth Meltzer Zimmerman

21 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & CoachingInsurance PlanningHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
605 advisors
Number of Clients
31,333 clients
Average Client Portfolio
$1.9M average
Assets Under Management
$60.3B

Fee Structure

Financial Planning:Included in AUM fee
Minimum Annual Fee:$800
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Location

124 Mt. Auburn Street, Cambridge, MA, 02138

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Mercer Global Advisors INC.
July 2025 - Present · 7 mos
O'brien Wealth Partners LLC
October 2004 - Present · 21 yrs 4 mos
State Registrations3 states
MANHTX
Advisor
Exams
No exam information available for this advisor.