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Paladin Research Report For:

Nick Palmer

Palmer Wealth Planning

Serving Middle Tennessee.
Nashville, TN 37209
615-578-1800

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
  • 1

Compliance

Qualifications & Membership

Firm Information

Compensation and Fees

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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