Michael Kreft
Palmetto Coast Advisors · Mt. Pleasant, South Carolina
Michael Kreft is a fee-only financial advisor at Palmetto Coast Advisors in Mt. Pleasant, South Carolina, who holds the ChFC credential. Palmetto Coast Advisors reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Palmetto Coast Advisors |
|---|---|
| Based in | Mt. Pleasant, South Carolina |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Accepting new clients | Yes |
| Assets under management | $54.9M across 171 accounts |
| Credentials | ChFC |
| SEC registration | Investment adviser representative in SC, TX · CRD 5184803 |
| Exams passed | Series 63 (2006) · Series 65 (2007) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | www.palmettocoastadvisors.com |
How Michael's firm compares
- Palmetto Coast Advisors's average account is about $321,000, from its Form ADV (assets managed divided by 171 accounts).
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Questions about Michael
Is Michael Kreft a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Michael holds no broker registration, and Palmetto Coast Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Michael charge for financial advice?
Michael's firm, Palmetto Coast Advisors, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Michael Kreft based?
Michael Kreft is based in Mt. Pleasant, South Carolina.
What credentials does Michael Kreft hold?
Michael Kreft holds the ChFC credential.
Is Michael Kreft registered with the SEC?
Yes. Michael Kreft is registered as an investment adviser representative in SC and TX (CRD 5184803), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Palmetto Coast Advisors manage?
Palmetto Coast Advisors reports $54.9M across 171 accounts in assets under management.
How do I contact Michael Kreft?
Through Michael's website, www.palmettocoastadvisors.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Palmetto Coast Advisors website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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