Palmer Wealth Planning
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$19,315,940
This total excludes 2 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Clients
52
15% high-net-worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
52
HighAverage account size
$371,460
About
Palmer Wealth Planning serves individual clients and also works with employer-sponsored retirement plans, including pension and profit-sharing plans, providing investment management, project-based and ongoing financial planning, and employee benefit plan services such as plan monitoring and participant education. The firm offers portfolio management for individuals and advisory support to plan sponsors on investment options and plan structure.
The firm primarily constructs passively managed, asset-class portfolios grounded in modern portfolio theory, typically using index mutual funds and ETFs, while also employing fundamental, technical, and charting analysis and occasionally recommending outside managers (TAMPs). Clients receive written financial plans for project engagements or ongoing monitoring, and accounts are reviewed periodically with discretionary trading authority used when agreed.
Notably for a solo independent adviser, Palmer Wealth Planning combines retail wealth management with pension consulting and employee benefit plan services, a mix of work that is uncommon among peers. The firm’s principal is a licensed insurance agent who sells commissionable insurance products, a relationship disclosed in the brochure that creates a potential conflict of interest for clients to evaluate.
Client services
Financial planning
Portfolio management
Pension consulting
Selection of other advisers
Expertise
Cash flow / budgeting
College savings (529s, UTMA, etc.)
Fee options
Project-Based Financial Planning: $500 - $10,000, may be negotiable; Ongoing Comprehensive Financial Planning upfront fee $375 - $1,500, ongoing fee $125 - $1,500 per month or $375 - $4,500 per quarter, may be negotiable
$0 - $1,000,000: 1.50% $1,000,001 - $5,000,000: 0.75% $5,000,001 - Negotiable: Negotiable
Ongoing Comprehensive Financial Planning ongoing fee $125 - $1,500 per month or $375 - $4,500 per quarter, may be negotiable
Main office location
Palmer Wealth Planning
Nashville TN, United States
Number of offices
1
Most active in
Palmer Wealth Planning has reported serving >5 clients in these states in the last 12 months.
Tennessee
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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