About Palmer Wealth Planning

Palmer Wealth Planning LLC "PWP" is a boutique family wealth management firm based in Nashville, TN. PWP is a registered investment advisor offering advisory services in the State of Tennessee and in other jurisdictions where exempted. Founded in 2021 as a fee-based firm, PWP and its advisors serve as a fiduciaries to their clients.

General Information Years of Experience in Financial Services:    6 Gender:    Male CRD#:    6774451 Firm CRD#:    313374 States Licensed in:    TN Name of Custodial Firm:    Charles Schwab Work with the following types of clients:    Businesses, Individual Investors Advisory Services Provided:    Tax Advice and Services, Financial Planning for Businesses, Financial Planning for Individuals, Education Funding and Planning, Risk Management, Wealth Management, 401K Rollovers, Retirement Planning, Portfolio Management, Financial Planning, Estate Planning & Trusts, Investment Advice & Management, Financial Advice & Consulting

Services Investment Types:    Mutual Funds, Bonds, Stocks, Annuities, Insurance, Exchange Traded Funds (ETFs) Can meet clients in the following ways:    Your Office, Your Home, Video Conference

Qualifications & Memberships Certifications, Accreditations & Designations:    CFP®, CRPC® Securities Licenses:    Series 7, Series 66 Insurance and Annuity Licenses:    Long Term Care, Life, Disability

Firm Information Firm's Number of Clients:    50 Firm's Number of Managed Clients:    50

Compliance Criminal Disclosures in Last 5 years:    I have a clean record Compliance Disclosures in Last 5 years:    I have a clean record Registered Investment Advisor:    Yes Investment Advisor Representative:    Yes Acknowledged fiduciary:    Yes

Compensation and Fees Fee % Based on Assets:    0.65% - 1% Compensation Methods:    Based on Assets, Flat Fee Minimum Portfolio Size for New Managed Accounts:    $100K+ Fee Structure:    Fee-Based

Frequently Asked Questions

Q.	Do you have a customer satisfaction or refund policy?

Q.	What are your qualifications? What is your education background?

Q.	How are you compensated? How will I pay for your services?

Q.	How many clients do you currently manage?

Q.	Will you be the only person working with me?

Q.	How much risk should I be willing to take?

Q.	Have you ever been charged with any breaches?

Q.	What is your approach to financial planning?

Q.	What services do you provide? What are your specialties?

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Q.	Do you have a customer satisfaction or refund policy?
If a family is unsatisfied they may leave at any time (though we hope it never comes to that!). We do not even charge an exit fee. We focus on continually earning your business.

Q.	What are your qualifications? What is your education background?
B.S. Middle Tennessee State University - 2004 M.A. Austin Peay State University - 2014 Chartered Retirement Planning Counselor® - College for Financial Planning 6 years industry experience in investment management and financial planning

Q.	How are you compensated? How will I pay for your services?
You can see our pricing information here: https://palmerwp.com/pricing

Q.	How many clients do you currently manage?
We currently manage around 50 families throughout Tennessee, Florida and South Carolina.

Q.	Will you be the only person working with me?
With the exception of outside professionals such as CPA's and Attorneys, I will be the only person working with you.

Q.

How much risk should I be willing to take?

Before we begin to manage your portfolio we take an inventory of your financial health (current investments, insurance, etc.), then we decide on your financial goals, for example: how much money you want in retirement. We then do the following: 1. Take an assessment to determine your tolerance for risk. (How much risk you are willing to take) 2. Review your goals and determine your capacity for risk. (How much risk you can take) Once we discuss this we can build a portfolio around taking the appropriate amount of risk to reach your desired goals.

Q.	Have you ever been charged with any breaches?
No.

Q.

What is your approach to financial planning?

We take a Stoic approach to financial planning. This means we prioritize what we can control over what we cannot. We have no control over what the board of XYZ company is going to do tomorrow, nor do we have control over what kind of trouble Russia or the North Korea may get into. We focus on what we can control such as your asset allocation, account contributions/distributions, tax strategies and estate planning. If each of the above items are managed in accordance to your goals it gives us a high probability of achieving them.

Q.	What services do you provide? What are your specialties?
We specialize in the following: (1) Families PREPARING FOR RETIREMENT. (2) Designing INCOME PLANS for those TRANSITIONING INTO RETIREMENT and LIVING IN RETIREMENT (3) Designing plans for EARLY RETIREES.