Kathi Zimmer is a CFP-designated registered investment advisor at Zimmer Financial Planning, based in Bethel Park, PA, with 19 years of industry experience. Kathi operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 25 clients.
Compensation
Firm Size
IM Fee
Fee Structure
Zimmer Financial Planning offers comprehensive financial planning for an annual retainer between $7,500 and $15,000, depending on the complexity of the client's situation. The fees are negotiable.
Zimmer Financial Planning offers financial planning services on an hourly basis at a rate of $300 per hour. The fees are negotiable.
Location
Bethel Park, PA
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Regulatory History
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.
Learn about disclosures →Employment History
Current Registrations
Zimmer Financial Planning
Previous Registrations
Waldron Wealth Management
LPL Financial LLC
The Ayco Company,l.p.
State Registrations3 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.