CZ
CFP

Connor William Zimmer

6 Years of Experience

Firm Information

Compensation
Fee-Only (AUM)
Number of Advisors
7 advisors
Number of Clients
1,425 clients
Average Client Portfolio
$223K average
Assets Under Management
$318.3M

Fee Structure

Minimum Investment:None

The standard advisory fee is a maximum of 1.80% annually, based on the average daily fair market value of assets under management. Fees are negotiable and pro-rated, paid monthly in arrears. Clients may also incur brokerage commissions, transaction fees, and other related costs. Rooted Wealth Advisors is also a licensed insurance agency and may receive commissions from insurance products purchased by clients.

Areas of Practice
Investment ManagementFinancial Planning & CoachingRetirement PlanningTax PlanningEstate PlanningInsurance PlanningHigh Net Worth
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Advisor Information

Office location

4600 South Syracuse, Suite 948, Denver, CO, 80237

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Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Connor sells fixed insurance products since 2020, dedicating minimal time to this activity. This activity is investment related.

Employment History
Current Registrations
Rooted Wealth Advisors
July 2023 - Present · 2 yrs 6 mos
Previous Registrations
Commonwealth Financial Network
June 2020 - July 2023 · 3 yrs 1 mo
Commonwealth Financial Network Broker
June 2020 - July 2023 · 3 yrs 1 mo
Diversified Asset Management, INC.
December 2018 - March 2020 · 1 yr 3 mos
Foresters Financial Services, INC.Broker
August 2018 - August 2018 · 0 mos
State Registrations1 state
CO
Advisor
Exams
No exam information available for this advisor.