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Nick Palmer

Palmer Wealth Planning

Serving Middle Tennessee.

Nashville, TN 37209

615-578-1800

Holistic Financial Planning Made Simple

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-only firm, PWP and its advisors serve as a fiduciaries to their clients.

General Information

Firm Start Year

2021

No.of Employees

1

CRD#

6774451

Firm CRD#

313374

Name of Custodial Firm

Charles Schwab

States Licensed in

TN

Years of Experience in Financial Services

5

Work with the following types of clients

Businesses, Individual Investors

Advisory Services Provided

Retirement Planning, Portfolio Management, Financial Planning, Estate Planning & Trusts, Investment Advice & Management, Financial Advice & Consulting, 401K Rollovers, Wealth Management, Risk Management, Education Funding and Planning, Financial Planning for Individuals, Financial Planning for Businesses, Tax Advice and Services

Services

Investment Types

Mutual Funds, Insurance, Exchange Traded Funds (ETFs), Annuities, Stocks, Bonds

Can meet clients in the following ways

Your Home, Your Office, Video Conference

Compliance

Registered Investment Advisor

Yes

Investment Advisor Representative

Yes

Acknowledged fiduciary

Yes

Compliance Disclosures in Last 5 years

I have a clean record

Criminal Disclosures in Last 5 years

I have a clean record

Qualifications & Membership

Certifications, Accreditations & Designations

CRPC®

Securities Licenses

Series 7, Series 66

Firm Information

Firm's Number of Clients

50

Firm's Number of Managed Clients

50

Compensation and Fees

Fee Structure

Fee-Only

Minimum Portfolio Size for New Managed Accounts

$100K+

Compensation Methods

Based on Assets

Fee % Based on Assets

0.65% - 1%

Education

Bachelor of Science - Organizational Communication

Middle Tennessee State University
08/16/2004 - 12/13/2008

Master of Arts - Corporate Communication

Austin Peay State University
01/09/2012 - 05/09/2014

Disclaimer

Palmer Wealth Planning LLC "PWP" is a registered investment advisor offering advisory services in the State of Tennessee and in other jurisdictions where exempted. Registration does not imply a certain level of skill or training. The presence of this website on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute. Follow-up or individualized responses to consumers in a particular state by PWP in the rendering of personalized investment advice for compensation shall not be made without our first complying with jurisdiction requirements or pursuant an applicable state exemption.