RIA Intel›Advisers›Tennessee›PALMER WEALTH PLANNING, LLC

PALMER WEALTH PLANNING, LLC

Advisory

Data as of Feb 24, 2026 · Source: SEC Form ADV

Average account

$136K

across 162 accounts

AUM per adviser

$22M

1 adviser

Source: SEC Form ADV. Figures as filed Feb 24, 2026.

Total AUM

$22M

Discretionary %

86.5%

Clients

54

Employees

1

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management

Total AUM$22M

Discretionary AUM$19M

Non-Discretionary AUM$3M

Discretionary %86.5%

Total Clients54

Team

Total Employees1

Investment Advisers1

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InTN

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

54 clients

8 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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Advisers of similar size in TN

Closest by assets under management. All figures from Form ADV.

KING CAPITAL MANAGEMENT LLC

$22M

ANDORRA INVESTMENT MANAGEMENT, INC.

COLLEGE GROVE, TN

$22M

POWELLJOHNSON, INC.

NASHVILLE, TN

$22M

RICHARD E. EDDY, CFP, LLC

JOHNSON CITY, TN

$22M

WLH MANAGEMENT CO., INC.

COLLIERVILLE, TN

$22M

ACB INVESTMENT MANAGEMENT, LLC

CHATTANOOGA, TN

$21M

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