Advisor at Zimmer Financial Planning
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Firm
Zimmer Financial Planning
Location
Bethel Park, PA 15102
Credentials
CFP®, Series 66
Industry experience
19 years
Kathi Zimmer is a CFP® and Series 66-registered financial advisor with 19 years of industry experience. She has been operating Zimmer Financial Planning since 2012 as the firm’s sole advisor. Zimmer Financial Planning is an independent, single-advisor firm based in Bethel Park, PA, providing comprehensive financial planning services for high-net-worth individuals. The firm focuses exclusively on financial planning through fixed-fee and hourly engagements and does not offer ongoing portfolio management or take custody of client assets.
Based on Zimmer Financial Planning
Fixed fees between $7,500 and $15,000 annually
$300 per hour
Fee-only: Fixed fees between $7,500 and $15,000 annually; hourly fees at $300 per hour
529 Florence Dr
Bethel Park, PA 15102
Ohio · Pennsylvania · Texas
Kathi Lynn Zimmer
2012 - Present (14 years)
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Is not active or affiliated with:
Insurance agent
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Broker-dealer / trader
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Bank
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Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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