RIA Intel›Advisers›South Carolina›PALMETTO FINANCIAL PLANNERS LLC

PALMETTO FINANCIAL PLANNERS LLC

Advisory

SC

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

Average account

$661K

across 31 accounts

AUM per adviser

$20M

1 advisers

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

Total AUM

$20M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$20M

Discretionary AUM$0

Non-Discretionary AUM$20M

Discretionary %0%

Total Clients26

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InGA, SC

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

26 clients

5 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 SC

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

FOWLER WEALTH MANAGEMENT, LLC

$21M

BLACKHAWK FINANCIAL ADVISORS, LLC

$20M

C2G CAPITAL MANAGEMENT LLC

SUMMERVILLE, SC

$21M

HAMPTON PARK FINANCIAL PLANNING LLC

$20M

SHADOW WEALTH MANAGEMENT, LLC

$20M

HARDWICK CAPITAL MANAGEMENT, LLC

PAWLEYS ISLAND, SC

$19M

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