PALMETTO FINANCIAL PLANNERS LLC

PALMETTO FINANCIAL PLANNERS LLC is an SEC-registered investment adviser (CRD 158674). Regulatory assets under management: $20.5M.

Registration

• CRD: 158674
• Type: Registered investment adviser
• Phone: 864-230-2721
• Latest filing: 2026-02-24
• Regulatory AUM: $20.5M
• Non-discretionary AUM: $20.5M
• Clients: 1
• Accounts: 31

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Pensions, Other.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 158674 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search