Pamet Advisors LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$43,539,446
Clients
31
35% 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
31
TypicalAverage account size
$1,404,498
About
Pamet Advisors provides financial planning and investment advisory services to individuals, high‑net‑worth individuals, trusts and estates, offering both discretionary portfolio management and financial planning or consulting. The firm also advises clients on retirement account rollovers and may refer clients to outside tax or legal specialists when appropriate.
The adviser employs a bottoms‑up, value‑oriented investment process that blends fundamental and technical analysis with an emphasis on dividend growth and risk management, generally using a long‑term approach while trading opportunistically as needed. Portfolios are built from individual equities, fixed‑income securities and low‑cost ETFs, and the firm may retain legacy holdings for strategic or tax reasons.
As of December 31, 2025 the firm managed approximately $43.5 million in discretionary client assets across a relatively small number of relationships, resulting in a higher asset‑per‑client concentration than is typical among peers. The firm operates on a fee‑only basis, does not accept commission‑based compensation or participate in soft‑dollar programs, and maintains an institutional custody relationship with Charles Schwab from which it receives platform services that are disclosed as a potential conflict.
Client services
Financial planning
Portfolio management
Fee options
Negotiated fixed fee based on expected hours for financial planning engagements.
$0 - $1,000,000: 0.35% annually Over $1,000,000+: 0.25% annually
Up to $150 per hour for financial planning services.
Fee-only: Investment management fees quarterly based on assets under management; financial planning fees billed hourly or fixed fee.
Main office location
Pamet Advisors LLC
Truro MA, United States
Number of offices
1
Most active in
Pamet Advisors LLC has reported serving >5 clients in these states in the last 12 months.
Massachusetts
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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