Advisor at Zimmerman Advisory Group, LLC
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Firm
Zimmerman Advisory Group, LLC
Location
Dublin, OH 43017
Credentials
Series 65
Industry experience
18 years
Lawrence Zimmerman is the sole advisor at Zimmerman Advisory Group, LLC in Dublin, OH, holding a Series 65 designation with 18 years of industry experience. He previously worked at Carl Zimmerman Financial Services, LLC for 10 years and has been self-employed since 1989. Zimmerman Advisory Group provides fee-based financial planning and discretionary asset management to individuals, including high-net-worth clients, as well as pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm offers a consultative, client-tailored approach that includes direct portfolio management and referrals to third-party managers, along with educational workshops on retirement topics.
Based on Zimmerman Advisory Group, LLC
Based on Zimmerman Advisory Group, LLC
Educational workshops tuition up to $59 per household; fees due upon sign-up.
$0 - $50,000: 2.00% annually $50,001 - $250,000: 1.75% annually $250,001 - $500,000: 1.65% annually $500,001 - $1,000,000: 1.50% annually $1,000,001 - $2,500,000: 1.25% annually $2,500,001+: 1.00% annually
Fee-only: Fee-based financial planning; fees billed monthly in arrears based on tiered AUM schedule.
5650 Blazer Pkwy, Ste 100
Dublin, OH 43017
Ohio
Carl Zimmerman Financial Services, LLC
2013 - 2023 (10 years)
Zimmerman Advisory Group, LLC
2008 - Present (18 years)
SELF EMPLOYED
1989 - Present (37 years)
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Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
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.
Verified by Warmer
CFP®, ChFC®, Series 65, CLU®
Columbus, OH
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I’m the founder of ClearMind Capital, a fee-only financial planning firm focused on helping people approach retirement with clarity and confidence. I work with individuals and families who have saved diligently and want help turning their money into a plan that supports the life they want to live. My role is to bring structure, perspective, and guidance around retirement income, taxes, investment strategy, and long-term decision-making. The goal is simple: help clients feel grounded in their plan and confident in the path ahead.
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