# Palmetto Retirement Specialists, LLC

> Palmetto Retirement Specialists, LLC is a state-registered investment advisory firm in Williston, SC, registered since 2011, with no regulatory assets under management reported in its Form ADV filing dated March 27, 2026.

- CRD: 156875
- Filed as: PALMETTO RETIREMENT SPECIALISTS, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Williston, SC
- Filing period: October 2026
- Form ADV filing dated: March 27, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/156875
- AdvisorCensus page: https://advisorcensus.com/firm/palmetto-retirement-specialists-llc-williston-sc-156875

## Quick answers

**How is Palmetto Retirement Specialists, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Palmetto Retirement Specialists, LLC reports these compensation arrangements: hourly charges; fixed fees (other than subscription fees); other. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Palmetto Retirement Specialists, LLC located?**
Palmetto Retirement Specialists, LLC's principal office is in Williston, SC, according to its Form ADV.

**Is Palmetto Retirement Specialists, LLC registered with the SEC or a state?**
Palmetto Retirement Specialists, LLC is a state-registered investment advisory firm, registered since 2011. Status as filed: APPROVED. CRD 156875.

**Does Palmetto Retirement Specialists, LLC 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/156875

## From the Form ADV filing

### Compensation (Item 5.E)
- Hourly charges
- Fixed fees (other than subscription fees)
- Other

### Advisory services (Item 5.G)
- Financial planning services
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2011 (15 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: SC
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- palmettoretirement.com
- retireswell.com

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Palmetto Retirement Specialists, LLC (CRD 156875): Form ADV filing data as of October 2026.