# Steven Palmer

> Steven Palmer is a fee-only financial advisor at Atwood & Palmer in Kansas City, Missouri. Steven charges a percentage of assets and a flat fee or retainer (1% a year on the first tier of assets managed) and focuses on family wealth transfer.

Page: https://find.wellspent.co/advisors/steven-palmer/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Atwood & Palmer
- **Based in:** Kansas City, Missouri
- **Fee model:** Percentage of assets; Flat fee or retainer
- **Fees (firm's website):** 1% a year on the first tier of assets managed
- **Assets under management (firm):** $2.04B across 1,362 accounts
- **Specialties:** Family wealth transfer
- **Works with:** Ultra high net worth, Multi-generational families
- **CRD:** 4346569 (https://adviserinfo.sec.gov/individual/summary/4346569)
- **SEC registration:** Investment adviser representative in MO, TX
- **Exams passed:** Series 65 (2025)
- **Firm size:** 9 employees
- **Disclosures:** None reported
- **Website:** https://www.atwoodpalmer.com/

## Frequently asked questions

### Is Steven Palmer a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Steven holds no broker registration, and Atwood & Palmer reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Steven charge for financial advice?

Steven charges a percentage of assets and a flat fee or retainer.

### How much does Steven charge?

According to Atwood & Palmer's website, checked October 30, 2026: 1% a year on the first tier of assets managed.

### Where is Steven Palmer based?

Steven Palmer is based in Kansas City, Missouri.

### What does Steven specialize in?

Steven's specialties include family wealth transfer. Steven works with ultra high net worth and multi-generational families.

### Is Steven Palmer registered with the SEC?

Yes. Steven Palmer is registered as an investment adviser representative in MO and TX (CRD 4346569), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Atwood & Palmer manage?

Atwood & Palmer reports $2.04B across 1,362 accounts in assets under management.

### How do I contact Steven Palmer?

Through Steven's website, www.atwoodpalmer.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/4346569): 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 and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://www.atwoodpalmer.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.