# PALMER WEALTH PLANNING

PALMER WEALTH PLANNING is an SEC-registered investment adviser.

## Registration

- CRD: 313374
- Type: SEC-registered investment adviser
- Phone: 615-578-1800
- Latest filing: 2026-02-24
- Regulatory AUM: $22.1M
- Discretionary AUM: $19.1M
- Non-discretionary AUM: $3.0M
- Clients: 1
- Accounts: 162

## Business model

- Compensation: % of AUM, Fixed
- Clients served: Individuals, High net worth, Pensions, Charities

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/313374/brochure
- Similar advisers: https://search.stillhousedata.com/firm/313374/similar
- Related entities: https://search.stillhousedata.com/firm/313374/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/313374

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.