Advisor at Palmer Wealth Planning
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Firm
Palmer Wealth Planning
Location
Nashville, TN
Credentials
Series 66
Industry experience
8 years
Nicholas Palmer is a financial advisor at Palmer Wealth Planning in Nashville, TN, with eight years of industry experience. He holds the Series 66 designation and previously worked at Edward Jones and the Kappa Alpha Order Educational Foundation. Palmer Wealth Planning serves individual clients, including some high-net-worth households, as well as employer-sponsored pension and profit-sharing plans. The firm employs a primarily passive investment approach based on modern portfolio theory, supplemented by fundamental and technical analysis, and offers discretionary management alongside financial planning and pension consulting services.
Based on Palmer Wealth Planning
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
Nashville, TN
Tennessee
Palmer Wealth Planning, LLC
2021 - Present (5 years)
Edward Jones
2017 - 2021 (4 years)
Kappa Alpha Order Educational Foundation
2015 - 2017 (2 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
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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.
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.
Series 66
Nashville, TN
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CFA®, Series 66
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