William Palmer
Allegiance Wealth Management · Orlando, Florida
William Palmer is a fee-only financial advisor at Allegiance Wealth Management in Orlando, Florida, who holds the CFP, ChFC and PFS credentials. Allegiance Wealth Management reports charging a percentage of assets and hourly fees on its Form ADV.
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Facts
| Firm | Allegiance Wealth Management |
|---|---|
| Based in | Orlando, Florida |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Assets under management | $41.5M across 25 accounts |
| Credentials | CFP · ChFC · PFS |
| SEC registration | Investment adviser representative in GA · CRD 2676762 |
| Exams passed | Series 65 (1995) |
| Firm size | 1 employee |
| Disclosures | None reported |
How William's firm compares
- Allegiance Wealth Management's average account is about $1.7 million, from its Form ADV (assets managed divided by 25 accounts).
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Questions about William
Is William Palmer a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: William holds no broker registration, and Allegiance Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does William charge for financial advice?
William's firm, Allegiance Wealth Management, reports charging a percentage of assets and hourly fees on its SEC Form ADV.
Where is William Palmer based?
William Palmer is based in Orlando, Florida.
What credentials does William Palmer hold?
William Palmer holds the CFP, ChFC and PFS credentials.
Is William Palmer registered with the SEC?
Yes. William Palmer is registered as an investment adviser representative in GA (CRD 2676762), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Allegiance Wealth Management manage?
Allegiance Wealth Management reports $41.5M across 25 accounts in assets under management.
How do I contact William Palmer?
Contact details aren't on file yet. Search for Allegiance Wealth Management.
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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