P
Palermo Wealth Management, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$96,451,844
Clients
129
16% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
129
Very HighAverage account size
$747,689
About
Palermo Wealth Management is a fee-only financial planning and investment management firm that serves individuals, high-net-worth clients, families, corporations, non-profit organizations, and retirement plan sponsors. Its services include comprehensive financial planning (cash flow, debt, insurance, college, retirement and tax planning) and ongoing investment advisory and retirement plan consulting, including acting as a 3(21) fiduciary for employer-sponsored plans.
The firm manages client accounts on a discretionary basis and implements model or custom portfolios primarily using mutual funds, ETFs and ETNs, generally taking long-term positions while permitting shorter-term holdings when appropriate. Investment analysis incorporates fundamental, technical and charting methods, and clients receive periodic reporting and at least annual reviews of their accounts.
Distinctive features for a solo advisor include overseeing roughly $96 million in discretionary assets while operating from two offices and maintaining NAPFA membership with an adopted NAPFA Code of Ethics. Palermo discloses limited indirect, non-cash benefits from custodians, does not take custody of client assets, and may waive planning fees or account minimums on a case-by-case basis.
Client services
Financial planning
Portfolio management
Expertise
Cash flow / budgeting
Debt management
College savings (529s, UTMA, etc.)
General retirement planning
Tax-loss harvesting
Occupation focus
Founder/Business Owner
Fee options
Flat fees quoted for financial planning services if minimum quarterly advisory fee not met; deposit not to exceed $500
$0 - $499,999.99: 0.95% $500,000 - $999,999.99: 0.70% $1,000,000 - $2,999,999.99: 0.60% $3,000,000+: 0.40%
$250 per hour for Lead Planners
Account minimum: $150,000 Minimum fee: $1,500 annual minimum fee for investment advisory services Fee-only: Fee-only investment advisor; does not receive commissions or other compensation from securities transactions
Main office location
Palermo Wealth Management, LLC
Georgetown TX, United States
Number of offices
2
Most active in
Palermo Wealth Management, LLC has reported serving >5 clients in these states in the last 12 months.
Nevada · Texas
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 not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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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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