Advisor at Plotkin Financial Advisors, 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
Plotkin Financial Advisors, LLC
Location
Chevy Chase, MD 20815-5833
Credentials
CFP®, Series 66
Industry experience
13 years
Standalone financial planning initial fee $1,000; consultation flat fees negotiated case-by-case
$0 - $2,500,000: 1.10% annually $2,500,000 - $5,000,000: 1.00% annually $5,000,000+: Negotiable
Commissions charged separately by broker-dealer (Independent Financial Group) for certain transactions; advisory accounts exclude assets charged commissions from advisory fees
Consultation services hourly rate typically ranges from $400 to $500 per hour
Account minimum: $500,000 Fee-only: Annualized asset-based fee paid quarterly in advance, not based on capital gains or appreciation; Financial planning standalone fee: $1,000 initial plan and $800 annually for updates; Consultation fees $400-$500 per hour or flat fee negotiated case-by-case; Defined contribution plan fees from 0.40% to 0.50% annually
X Advisors, LLC
2025 - Present (1 year)
Independent Financial Group, LLC
2016 - Present (10 years)
Plotkin Financial Advisors, LLC
2016 - Present (10 years)
Geier Asset Management, Inc.
2006 - 2016 (10 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
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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.
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Santa Maria, CA
Edward Jones
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