NickPalmer- Financial Advisor Nashville, TN

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About Nick Palmer

Palmer Wealth Planning LLC "PWP" is a boutique family wealth management firm based in Nashville, TN. PWP is a registered investment advisor offering advisory services in the State of Tennessee and in other jurisdictions where exempted. Founded in 2021 as a fee-based firm, PWP and its advisors serve as a fiduciaries to their clients.

See Disclosures

General Information

Firm Start Year

2021

No. of Employees

CRD#

6774451

Firm CRD#

313374

Name of Custodial Firm

Charles Schwab

States Licensed in

Years of Experience in Financial Services

Work with the following types of clients

Businesses, Individual Investors

Advisory Services Provided

Estate Planning & Trusts, Investment Advice & Management, Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Risk Management, Education Funding and Planning, Financial Planning for Individuals, Financial Advice & Consulting, Tax Advice and Services, Financial Planning for Businesses

Compliance

Registered Investment Advisor

Investment Advisor Representative

Acknowledged fiduciary

Compliance Disclosures in Last 5 years

I have a clean record

Criminal Disclosures in Last 5 years

I have a clean record

Qualifications & Membership

Certifications, Accreditations & Designations

CFP^®, CRPC^®

Securities Licenses

Series 7, Series 66

Insurance and Annuity Licenses

Long Term Care, Life, Disability

Firm Information

Firm's Number of Clients

Firm's Number of Managed Clients

Compensation and Fees

Fee Structure

Fee-Based

Minimum Portfolio Size for New Managed Accounts

$100K+

Compensation Methods

Flat Fee, Based on Assets

Fee % Based on Assets

0.65% - 1%

Education

Bachelor of Science - Organizational Communication

Middle Tennessee State University
08/16/2004 -12/13/2008

Master of Arts - Corporate Communication

Austin Peay State University
01/09/2012 -05/09/2014

Disclosures

PaladinRegistry.com provides referrals to financial professionals. PaladinRegistry.com is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for PaladinRegistry.com to make these referrals, resulting in a conflict of interest.

Additional Detailed Disclosures
https://www.paladinregistry.com/disclosure/1890697/paladinregistry-Palmer-Wealth-Planning-detailed-disclosure.html

Disclaimer

Palmer Wealth Planning LLC "PWP" is a registered investment advisor offering advisory services in the State of Tennessee and in other jurisdictions where exempted. Registration does not imply a certain level of skill or training. The presence of this website on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute. Follow-up or individualized responses to consumers in a particular state by PWP in the rendering of personalized investment advice for compensation shall not be made without our first complying with jurisdiction requirements or pursuant an applicable state exemption.

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Paladin Research Report For:

Nick Palmer

Palmer Wealth Planning