Palmetto Financial Planners LLC

Overview

Palmetto Financial Planners LLC is a small, owner-operated independent registered investment adviser that serves individual and family clients. The firm emphasizes comprehensive financial planning and portfolio management for individuals and small businesses, and lists pension consulting among its advisory services. Fee arrangements are flexible: Palmetto charges a percentage of assets under management and also offers hourly and fixed-fee engagements. The firm reports that it does not pursue ESG investing and operates without multi-state registration. Investment activity is concentrated and deliberately non-discretionary—the firm’s reported assets are managed with client oversight rather than under full discretionary authority. Execution tends to favor pooled public vehicles: mutual funds and other public funds make up the bulk of invested capital. Palmetto supplements those exposures with select third-party alternative strategies—primarily real estate, commodities, and oil & gas—alongside annuity products when appropriate for client objectives such as income or risk management.

Assets & Accounts

Investments & Alternatives

Location & Offices