Palmer Wealth Management LLC logo

Palmer Wealth Management LLC

Updated today
Find your advisor

Client assets under management

$43,419,000

Clients

46

28% high-net worth

Advisors

2

of 2 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

More info

Clients per advisor

23

Low

Average account size

$943,891

About

Palmer Wealth Management serves individuals (including high-net-worth clients), retirees, trusts, closely held businesses and employer-sponsored retirement plans, providing fee‑based financial planning, discretionary portfolio management, ERISA 3(21) plan advisory services, and related reviews such as insurance and estate-document review. The firm is a small advisory practice with two advisors managing about $43 million for roughly 46 client relationships.

The firm implements tailored, discretionary investment programs that combine fundamental analysis, asset allocation, tax‑harvesting, and use of model strategies; it may employ sub‑advisors, options or derivative instruments where appropriate and uses third‑party platforms including SEI managed account and mutual‑fund model solutions with optional tax‑management overlays. Financial planning work includes cash‑flow, retirement income, education planning, and coordination with outside tax and legal professionals when needed.

Notable and uncommon characteristics for a firm of this size include principals who maintain separate legal and accounting‑related practices and provide limited tax preparation and consulting, as well as being licensed insurance agents — relationships the firm discloses and manages as potential conflicts of interest. The firm also conducts public educational seminars and workshops and offers plan‑participant education and enrollment meetings for retirement plans, a combination of services that is less common among similarly sized supported advisory firms.

Client services

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops

Expertise

Retirement income strategy Income planning Social Security optimization Business succession planning Tax-loss harvesting

Occupation focus

Retired Founder/Business Owner

Fee options

Fixed

Fixed financial planning fees negotiable between $1,000 and $10,000

Percentage

$0 - $1,000,000: 1.00% annually $1,000,001 - $3,000,000: 0.85% annually $3,000,001 - $5,000,000: 0.75% annually $5,000,001 - $10,000,000: 0.60% annually $10,000,001+: Negotiable

Project-based

$225 per hour with a 2 hour minimum for financial planning services

Other

Account minimum: $250,000 minimum (PWM reserves the right to accept accounts with less assets) Fee-only: Financial planning hourly fee $225/hour with 2 hour minimum; Fixed fees negotiable between $1,000 and $10,000 depending on client needs

Main office location

Palmer Wealth Management LLC

17531 Old Jefferson Highway, Suite B

Prairieville LA 70769, United States

Number of offices

1

Most active in

More info

Louisiana · Texas

Disclosures

More info

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

More info

Forms ADV

Form ADV Part 2: Client Brochure

Quick links

Website 225-304-0025

Advisors at this firm

Scroll left Scroll right
user avatar

Nicole P

CFP®, Series 63, Series 65

Prairieville, LA

Palmer Wealth Management LLC

Nicole Palmer is a CFP® with 31 years of industry experience and is a principal at Palmer Wealth Management LLC in Prairieville, LA. She has worked at Palmer Wealth Management since 2017 and previously with LPL Financial from 2011 to 2017. Palmer also operates as a sole proprietor, providing fixed insurance sales and services as a licensed insurance agent. Palmer Wealth Management serves individuals, retirees, trusts, closely held businesses, and employer-sponsored retirement plans with fee-based financial planning, discretionary portfolio management, and ERISA 3(21) plan advisory services. The firm uses tailored investment programs combining fundamental analysis, asset allocation, and tax management, and provides public educational seminars and retirement plan participant education.

Retirement income strategy Income planning Social Security optimization Business succession planning Tax-loss harvesting Retired Founder/Business Owner
user avatar

Fred P

CFP®, PFS™, Series 63, Series 65

Prairieville, LA

Palmer Wealth Management LLC

Fred Palmer is a CFP® and PFS™ credentialed financial advisor with 37 years of industry experience. He is the principal at Palmer Wealth Management LLC in Prairieville, LA, where he has worked since 2017. Palmer also owns Fred Palmer Consulting LLC, a business focused on JD/CPA/business consulting, and operates as a licensed insurance agent. Palmer Wealth Management serves individuals, retirees, trusts, closely held businesses, and employer-sponsored retirement plans, offering fee-based financial planning, discretionary portfolio management, and ERISA 3(21) plan advisory services. The firm manages approximately $43 million for about 46 client relationships and employs tailored investment programs that include fundamental analysis, asset allocation, tax-harvesting, and model strategies, sometimes utilizing sub-advisors, options, or derivatives.

Retirement income strategy Income planning Social Security optimization Business succession planning Tax-loss harvesting Retired Founder/Business Owner
Warmer team member

Not sure where to start?

We'll help you think it through – whether you ultimately need an advisor or not.

Call (201) 292-4557

Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.

By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. ("Warmer")