Linda Zimmermann Financial Planning And Counseling

Overview

Linda Zimmermann Financial Planning And Counseling is a single-owner, independent RIA focused on individualized financial planning and portfolio management for individuals and small businesses. The firm operates on an hourly-fee model, indicating its primary client engagement is advice and planning rather than a pure AUM-fee business. Advisory activity centers on comprehensive financial planning and discretionary portfolio management; the firm is not identified as an ESG investor, a pension consultant, or a multi-state adviser. Reported asset allocation shows a clear tilt toward publicly traded equities and exchange-traded instruments as the primary vehicle for client exposure.

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Public Holdings

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Location & Offices