Palmetto Retirement Specialists, LLC

Overview

Palmetto Retirement Specialists, LLC is a South Carolina–registered limited liability company that provides retirement-focused advisory work. The firm’s stated advisory activities center on financial planning and the selection of other advisers, indicating a model that combines client planning with sourcing third-party managers or specialists when appropriate. Ownership is listed as individual, and the firm is classified as a capital allocator. Its fee arrangements are a mix of hourly charges, fixed fees and other non-traditional billing methods rather than a straight percentage of assets. The firm is not characterized as an ESG investor, does not operate as a multi-state adviser, and is not described as a pension consultant or a related adviser to another registered entity. The firm also lists an affiliation with an insurance company.

Investments & Alternatives

Location & Offices