Palmer Jones
Palmer Jones & Associates · Bluffton, South Carolina
Palmer Jones is a fee-only financial advisor at Palmer Jones & Associates in Bluffton, South Carolina, who holds the CFP credential. Palmer Jones & Associates reports charging a percentage of assets and hourly fees on its Form ADV.
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Facts
| Firm | Palmer Jones & Associates |
|---|---|
| Based in | Bluffton, South Carolina |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Assets under management | $59.0M across 90 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in SC · CRD 1016275 |
| Firm size | 2 employees |
| Disclosures | None reported |
How Palmer's firm compares
- Palmer Jones & Associates's average account is about $655,000, from its Form ADV (assets managed divided by 90 accounts).
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Questions about Palmer
Is Palmer Jones a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Palmer holds no broker registration, and Palmer Jones & Associates reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Palmer charge for financial advice?
Palmer's firm, Palmer Jones & Associates, reports charging a percentage of assets and hourly fees on its SEC Form ADV.
Where is Palmer Jones based?
Palmer Jones is based in Bluffton, South Carolina.
What credentials does Palmer Jones hold?
Palmer Jones holds the CFP credential.
Is Palmer Jones registered with the SEC?
Yes. Palmer Jones is registered as an investment adviser representative in SC (CRD 1016275), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Palmer Jones & Associates manage?
Palmer Jones & Associates reports $59.0M across 90 accounts in assets under management.
How do I contact Palmer Jones?
Contact details aren't on file yet. Search for Palmer Jones & Associates.
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
- 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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