Advisor at The Partners Wealth Management
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
The Partners Wealth Management
Location
Thatcher, AZ 85552
Credentials
Series 63, Series 65
Industry experience
25 years
Phillip Palmer is a financial advisor at The Partners Wealth Management with 25 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at SCF Investment Advisors, Health Net, and Global View Capital Advisors. Outside of advisory work, he serves as treasurer for the Thatcher High School Booster Club. The Partners Wealth Management serves individuals, families, trusts, estates, businesses, and retirement plans, providing comprehensive investment management and financial planning services through a multi-team advisor structure. The firm uses customized portfolio strategies combining internal and third-party models, with clients typically granting discretionary authority for implementation.
Based on The Partners Wealth Management
Fixed fees may be charged for financial planning engagements.
up to 2.99% annually (negotiable based on assets, complexity, and relationship)
Investment Advisory Representatives may earn separate commissions as registered representatives or insurance agents; commissions are separate and in addition to advisory fees.
Up to $400 per hour for one-time financial planning and consulting services.
Fee-only: Investment advisory fees up to 2.99% annually based on assets; platform fees up to 0.25% annually; third-party Model Provider or TPIM fees up to 1% annually; hourly financial planning fees up to $400/hour; fixed fees for financial planning engagements; retirement plan advisory fees up to 1% annually or fixed rate.
326 S. Reay Ln., Suite 100
Thatcher, AZ 85552
Arizona · Iowa · New Mexico · Utah
The Partners Wealth Management
2024 - Present (2 years)
SCF Investment Advisors, INC.
2019 - 2024 (5 years)
Health Net
2014 - 2019 (5 years)
Global View Capital Advisors, Ltd.
2014 - 2019 (5 years)
Global View Capital Management, LTD
2014 - 2019 (5 years)
Global View Capital Insurance, Ltd.
2014 - 2019 (5 years)
Purshe kaplan Sterling Investments
2014 - 2017 (3 years)
Stadium Plaza LLC
2006 - Present (20 years)
Golden Rule Insurance
2001 - 2019 (18 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
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 63, Series 65
Safford, AZ
United Advisor Group
Series 63, Series 65
Thatcher, AZ
The Partners Wealth Management
Series 65
Safford, AZ
The Partners Wealth Management
Series 65
Safford, AZ
United Advisor Group
Series 63, Series 65
Thatcher, AZ
The Partners Wealth Management
Series 63, Series 65
Thatcher, AZ
Summit Global Investments, LLC
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