Advisor at Independent Financial Group, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Independent Financial Group, LLC
Location
Santa Maria, CA 93455
Credentials
Series 66
Industry experience
2 years
Flat fees charged for financial planning services, negotiated per client agreement.
$0 - $250,000: 3.00% plus 0.16% program fee $250,000 - $500,000: 3.00% plus 0.12% program fee $500,000 - $1,000,000: 3.00% plus 0.10% program fee $1,000,000 - $2,000,000: 3.00% plus 0.06% program fee $2,000,000 - $5,000,000: 3.00% plus 0.05% program fee $5,000,000+: 3.00% plus 0.04% program fee
Commissions earned on brokerage products sold by dually licensed IARs.
Hourly financial consulting fees generally range from $100 to $300 per hour.
Subscription-based fees for financial planning charged monthly or quarterly as per agreement.
Account minimum: $2,000 Fee-only: Hourly fees $100 - $300 per hour; Fixed fees negotiable; Subscription fees monthly or quarterly as agreed.
X Advisors, LLC
2024 - Present (2 years)
Pash & Benson International
2024 - Present (2 years)
Independent Financial Group, LLC
2024 - Present (2 years)
Pomona College
2023 - 2024 (1 year)
Cambridge Investment Research, Inc.
2023 - 2023 (1 year)
Cambridge Investment Research, Inc.
2022 - 2023 (1 year)
Sallie Mae
2021 - 2022 (1 year)
Pennsylvania State Employees Credit Union
2020 - 2021 (1 year)
Kutztown University of Pennsylvania
2018 - 2022 (4 years)
Kutztown University Recreation Center
2018 - 2019 (1 year)
Unemployed
2018 - 2018 (1 year)
Jeppe High School for Boys
2013 - 2017 (4 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
CFP®, Series 66
Santa Maria, CA
Edward Jones
Series 66
Nipomo, CA
Edward Jones
Series 63, Series 65
Nipomo, CA
Merrill
Brett Zimmer is a Wealth Management Advisor with Merrill Lynch Wealth Management, serving clients on the Central Coast since 1986. He specializes in managing new wealth, personal retirement planning, portfolio management services, tax minimization, and retirement income strategies. Brett holds the CERTIFIED FINANCIAL PLANNER™ (CFP®) certification awarded by the Certified Financial Planner Board of Standards, Inc., as well as the Personal Investment Advisor (PIA) designation. He earned his Bachelor of Science degree in Business Administration from Cal Poly State University in San Luis Obispo, CA. Brett has lived on the Central Coast since 1980, where he and his wife, Karen, have raised their four children. In addition to his professional work, Brett serves on the board of his local church. He enjoys a variety of sports and outdoor activities including baseball, football, golfing, hiking, racquetball, swimming, and table tennis.
Series 66
Santa Maria, CA
Edward Jones
CFP®, Series 63, Series 65
Santa Maria, CA
Benedetti Financial, Inc.
Series 63, Series 65
Santa Maria, CA
X Advisors, LLC
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")