# Palmer Wealth Planning

> Palmer Wealth Planning is a state-registered investment advisory firm, registered since 2021, reporting under $25 million in regulatory assets under management in its Form ADV filing dated February 24, 2026.

- CRD: 313374
- Filed as: PALMER WEALTH PLANNING
- Legal name: Palmer Wealth Planning, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in Tennessee
- Filing period: October 2026
- Form ADV filing dated: February 24, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/313374
- AdvisorCensus page: https://advisorcensus.com/firm/palmer-wealth-planning-313374

## Quick answers

**How is Palmer Wealth Planning compensated?**
On its Form ADV (Item 5.E, October 2026), Palmer Wealth Planning reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Is Palmer Wealth Planning registered with the SEC or a state?**
Palmer Wealth Planning is a state-registered investment advisory firm, registered since 2021. Status as filed: APPROVED. CRD 313374.

**How much does Palmer Wealth Planning manage?**
Palmer Wealth Planning reports $22,070,684 in regulatory assets under management in its Form ADV filing dated February 24, 2026 (86% discretionary).

**What types of clients does Palmer Wealth Planning serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (44); high net worth individuals (8); pension and profit sharing plans (but not the plan participants or government pension plans) (2).

**Does Palmer Wealth Planning report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/313374

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $22,070,684
- Discretionary: $19,082,940
- Non-discretionary: $2,987,744

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 44 | $10,440,940 |
| High net worth individuals | 8 | $8,875,000 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 2 | $2,754,744 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2021 (5 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: TN
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- palmerwp.com
- Facebook @palmerwp
- LinkedIn @76543530

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Palmer Wealth Planning (CRD 313374): Form ADV filing data as of October 2026.