Firm
Palm Springs Advisory
Delaware
Fee-only
Palm Springs Advisory at a glance
- One of 32 fee-only firms based in Delaware in the Wellspent graph.
- 1 advisor is listed here.
- Its Form ADV reports 2 employees and 20 individual clients, 18 of them high net worth.
- Its average account is about $1.4 million (assets it manages divided by its 25 accounts).
Facts
| Based in | Delaware |
|---|---|
| Website | palmspringsadvisory.com |
| [email protected] | |
| Phone | (256) 367-7834 |
Palm Springs Advisory fees
Palm Springs Advisory doesn't publish its prices on its website, or we couldn't confirm them word for word. Ask for its Form ADV Part 2A, which must describe its fees.
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets · Hourly · Performance-based fees |
|---|---|
| Assets managed | $36 million |
| Individual clients | 2 |
| High-net-worth clients | 18 |
| Accounts managed | 25 |
| Employees | 2 |
| Planning clients | 0 |
| Registered with | The SEC (801-112007) |
| Financial planning | Offered |
| Form ADV filed | September 2, 2026 |
| SEC record | CRD 289398 |