About WIMMER ASSOCIATES LLC
WIMMER ASSOCIATES LLC is a financial advisory firm that provides comprehensive wealth management services to individuals, families, and businesses. With a team of experienced financial professionals, WIMMER ASSOCIATES LLC offers a personalized approach to help clients achieve their financial goals.
How does the advisor help clients – Key Takeaways:
- Offers comprehensive wealth management services
- Personalized approach to financial planning
- Experienced team of financial professionals
- Helps clients achieve their financial goals
Facts and Insights
Founded in 2005, WIMMER ASSOCIATES LLC has established itself as a reputable financial advisory firm. The firm takes a holistic approach to wealth management, offering a range of services to meet the diverse needs of their clients. WIMMER ASSOCIATES LLC is committed to providing unbiased and objective advice to help clients make informed financial decisions.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10+ | 16 years |
Financial Services Offered
- Retirement planning
- Investment management
- Income planning
- Estate planning
- Risk management
- Tax planning
Client Types
- Individuals
- Families
- Businesses
Fees & Compensation
WIMMER ASSOCIATES LLC operates as a fee-only advisory firm, meaning they do not earn commissions or sell products. Their fees are based on a percentage of assets under management, ensuring their interests are aligned with their clients’ financial objectives.
Background
Michael Wimmer, the founder of WIMMER ASSOCIATES LLC, has over 30 years of experience in the financial services industry. He holds a Bachelor’s degree in Finance and a Master’s degree in Business Administration. He is also a Certified Financial Planner (CFP) and a Chartered Financial Consultant (ChFC), demonstrating his expertise and commitment to providing quality financial advice to his clients.
Financial Advisor Disclosures to Know
WIMMER ASSOCIATES LLC has a clean record with regulatory bodies and has not received any disciplinary actions. They are committed to transparency and provide their clients with information on any potential conflicts of interest or disciplinary actions.