# Linda Zimmermann Financial Planning and Counseling

> Linda Zimmermann Financial Planning and Counseling is a state-registered investment advisory firm, registered since 1991, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated January 27, 2026.

- CRD: 122167
- Filed as: LINDA ZIMMERMANN FINANCIAL PLANNING AND COUNSELING
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in Indiana
- Filing period: October 2026
- Form ADV filing dated: January 27, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/122167
- AdvisorCensus page: https://advisorcensus.com/firm/linda-zimmermann-financial-planning-and-counseling-122167

## Quick answers

**How is Linda Zimmermann Financial Planning and Counseling compensated?**
On its Form ADV (Item 5.E, October 2026), Linda Zimmermann Financial Planning and Counseling reports these compensation arrangements: hourly charges.

**Is Linda Zimmermann Financial Planning and Counseling registered with the SEC or a state?**
Linda Zimmermann Financial Planning and Counseling is a state-registered investment advisory firm, registered since 1991. Status as filed: APPROVED. CRD 122167.

**How much does Linda Zimmermann Financial Planning and Counseling manage?**
Linda Zimmermann Financial Planning and Counseling reports $83,046,248 in regulatory assets under management in its Form ADV filing dated January 27, 2026 (100% discretionary).

**What types of clients does Linda Zimmermann Financial Planning and Counseling serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (59); high net worth individuals (21).

**Does Linda Zimmermann Financial Planning and Counseling report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/122167

## From the Form ADV filing

### Compensation (Item 5.E)
- Hourly charges

### Regulatory assets under management (Item 5.F)
- Total: $83,046,248
- Discretionary: $83,046,248
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 59 | $19,608,445 |
| High net worth individuals | 21 | $63,437,803 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 1991 (35 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: IN
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Linda Zimmermann Financial Planning and Counseling (CRD 122167): Form ADV filing data as of October 2026.