Steven Palmer
Atwood & Palmer · Kansas City, Missouri
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.
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Specialties
Who they serve
- Ultra high net worth
- Multi-generational families
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 | $2.04B across 1,362 accounts |
| SEC registration | Investment adviser representative in MO, TX · CRD 4346569 |
| Exams passed | Series 65 (2025) |
| Firm size | 9 employees |
| Disclosures | None reported |
| Website | www.atwoodpalmer.com |
| Profile |
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Questions about Steven
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.
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
- Atwood & Palmer 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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