Zach Palmer
Ark Royal Wealth Management, LLC · Charlotte, North Carolina
Zach Palmer is a fee-only financial advisor at Ark Royal Wealth Management, LLC in Charlotte, North Carolina, who holds the CFP credential. Zach focuses on retirement planning, tax planning and estate & legacy planning. Ark Royal Wealth Management, LLC reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Who they serve
- Pre-retirees
Facts
| Firm | Ark Royal Wealth Management, LLC |
|---|---|
| Based in | Charlotte, North Carolina |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $169.3M across 314 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in NC · CRD 7000978 |
| Exams passed | Series 63 (2018) · Series 65 (2020) |
| Firm size | 4 employees |
| Disclosures | None reported |
| Website | ark-wealth.com |
| Profile |
How Zach's firm compares
- Ark Royal Wealth Management, LLC's average account is about $539,000, from its Form ADV (assets managed divided by 314 accounts).
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Questions about Zach
Is Zach Palmer a fee-only financial advisor?
Yes. Zach Palmer is listed in the NAPFA directory (NAPFA admits only fee-only advisors). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Zach's firm.
How does Zach charge for financial advice?
Zach's firm, Ark Royal Wealth Management, LLC, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Zach Palmer based?
Zach Palmer is based in Charlotte, North Carolina.
What does Zach specialize in?
Zach's specialties include retirement planning, tax planning and estate & legacy planning. Zach works with pre-retirees.
What credentials does Zach Palmer hold?
Zach Palmer holds the CFP credential.
Is Zach Palmer registered with the SEC?
Yes. Zach Palmer is registered as an investment adviser representative in NC (CRD 7000978), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.
How much does Ark Royal Wealth Management, LLC manage?
Ark Royal Wealth Management, LLC reports $169.3M across 314 accounts in assets under management.
How do I contact Zach Palmer?
Through Zach's website, ark-wealth.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- Ark Royal Wealth Management, LLC website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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