Connor Zimmer
Connor Zimmer is a CFP-designated registered investment advisor at Rooted Wealth Advisors, based in Greenwood Village, CO, with 7 years of industry experience. Connor operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Insurance Planning, Investment Management, and 2 more. Their firm serves 1,652 clients with $410M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.80% |
Fees are a maximum of 1.80% annually, based on average daily portfolio value, prorated and paid monthly in arrears. Fees are negotiable.
Fee Estimator
Location
8400 E Crescent Parkway, Suite 640, Greenwood Village, CO, 80111
Get directionsHistory
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 →Other Business ActivitiesSells Insurance
Connor sells fixed insurance products since 2020, dedicating minimal time to this activity. This activity is investment related.
Employment History
Current Registrations
Rooted Wealth Advisors
Previous Registrations
Commonwealth Financial Network
Commonwealth Financial NetworkBroker
Diversified Asset Management, INC.
Foresters Financial Services, INC.Broker
State Registrations1 state
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.
Exams
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