Stephen Palmer
Pennsylvania Capital Management · Blue Bell, Pennsylvania
Stephen Palmer is a fee-only financial advisor at Pennsylvania Capital Management in Blue Bell, Pennsylvania. Stephen focuses on estate & legacy planning, tax planning and family wealth transfer. Pennsylvania Capital Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Who they serve
- High earners
- Multi-generational families
Facts
| Firm | Pennsylvania Capital Management |
|---|---|
| Based in | Blue Bell, Pennsylvania |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Accepting new clients | Yes |
| Assets under management | $848.6M across 1,045 accounts |
| SEC registration | Investment adviser representative in FL, PA, TX · CRD 5104188 |
| Exams passed | Series 65 (2006) |
| Firm size | 10 employees |
| Disclosures | None reported |
| Website | pcmadvisors.com |
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Questions about Stephen
Is Stephen Palmer a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Stephen holds no broker registration, and Pennsylvania Capital Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Stephen charge for financial advice?
Stephen's firm, Pennsylvania Capital Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Stephen Palmer based?
Stephen Palmer is based in Blue Bell, Pennsylvania.
What does Stephen specialize in?
Stephen's specialties include estate & legacy planning, tax planning, family wealth transfer, retirement planning and small business owners. Stephen works with high earners and multi-generational families.
Is Stephen Palmer registered with the SEC?
Yes. Stephen Palmer is registered as an investment adviser representative in FL, PA and TX (CRD 5104188), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Pennsylvania Capital Management manage?
Pennsylvania Capital Management reports $848.6M across 1,045 accounts in assets under management.
How do I contact Stephen Palmer?
Through Stephen's website, pcmadvisors.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
- Pennsylvania Capital Management 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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