Palmetto Coast Advisors, Inc.
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$43,721,206
This total excludes 4 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Clients
62
35% high-net worth
Advisors
1
of 2 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
62
HighAverage account size
$705,181
About
Palmetto Coast Advisors serves individual clients — including high‑net‑worth individuals — as well as pension and profit‑sharing plans, trusts, and estates. The firm provides financial planning, discretionary portfolio management, and general consulting, offering both standalone planning engagements and ongoing investment oversight.
The firm follows a long‑term, diversified approach and manages model asset allocation portfolios that range from conservative to aggressive, primarily using mutual funds and ETFs. Palmetto develops a Financial Profile and Investment Plan with each client and supplements adviser work with technology tools to assist in drafting, research, and meeting materials, with adviser review and discretion retained.
Notable features that distinguish the firm include compensated public speaking and educational activities (live and virtual) and an explicit, detailed disclosure of its use of AI tools (including named LLMs) with human‑in‑the‑loop controls and data‑handling safeguards. The firm also provides coordinated, non‑investment advisory oversight through a separate entity and gives clients access to planning software and a document vault for ongoing plan updates.
Client services
Financial planning
Portfolio management
Selection of other advisers
Educational seminars or workshops
Trusts
Expertise
General retirement planning
Cash flow / budgeting
Income planning
Fee options
Fixed comprehensive financial planning services negotiated up to $50,000 annually with option to spread payments monthly
$0 - $2,000,000: Up to 1.25% $2,000,000 - $5,000,000: 1.00% $5,000,000+: 0.50%
$400 to $1,000 per hour for limited scope financial planning and general consulting services
Account minimum: $2,000,000 Fee-only: Fixed comprehensive financial planning fees up to $50,000 annually; limited-scope financial planning or consulting fees $400 to $1,000 per hour; general consulting fees $400 to $1,000 per hour
Main office location
Palmetto Coast Advisors, Inc.
210 Wingo Way, Suite 400
Mt. Pleasant SC 29464, United States
Number of offices
1
Most active in
Palmetto Coast Advisors, Inc. has reported serving >5 clients in these states in the last 12 months.
South Carolina · 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:
-
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
Quick links
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