Palm Valley Wealth Management
Saint Augustine, Florida
Palm Valley Wealth Management at a glance
- One of 570 fee-only firms based in Florida in the Wellspent graph.
- 1 advisor is listed here, who holds the CFP.
- Its Form ADV reports 1 employee and 53 individual clients, 7 of them high net worth.
- Its average account is about $167,000 (assets it manages divided by its 157 accounts).
- Its website says it's taking new clients.
- It works with clients virtually as well as in person.
Fee-only advisors in Florida · What fee-only advisors charge in Florida
Facts
| Based in | Saint Augustine, Florida |
|---|---|
| Website | palmvalleywm.com |
| [email protected] | |
| Phone | (904) 622-8469 |
Questions about Palm Valley Wealth Management
How much does Palm Valley Wealth Management charge?
Palm Valley Wealth Management publishes these prices: asset-based fee: 1% a year on the first tier of assets. We found this on its website, checked October 28, 2026.
How is Palm Valley Wealth Management paid?
Palm Valley Wealth Management's Form ADV says it is paid by: percentage of assets, fixed fees.
How many advisors does Palm Valley Wealth Management have in the Wellspent public graph?
The Wellspent public graph lists 1 advisor at Palm Valley Wealth Management.
What is the average account at Palm Valley Wealth Management?
Palm Valley Wealth Management's average account is about $167,000. That's the assets on its Form ADV divided by its 157 accounts.
What does Palm Valley Wealth Management specialize in?
Palm Valley Wealth Management's advisors and website list physicians & residents, retirement planning, tax planning and estate & legacy planning.
Is Palm Valley Wealth Management accepting new clients?
Yes, according to Palm Valley Wealth Management's website, checked October 28, 2026.
Does Palm Valley Wealth Management work with clients virtually?
Yes. Palm Valley Wealth Management's website says it works with clients virtually.
Palm Valley Wealth Management fees
What the firm's own website says it charges, checked October 28, 2026. We keep a price only when the exact words stating it appear on the page.
| Asset-based fee | 1% a year on the first tier of assets |
|---|---|
| How it charges | Percentage of assets |
In the firm's words
"1% on the first $1 million managed" source
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 · Fixed fees |
|---|---|
| Assets managed | $26 million |
| Individual clients | 46 |
| High-net-worth clients | 7 |
| Accounts managed | 157 |
| Employees | 1 |
| Planning clients | 51-100 |
| Financial planning | Offered |
| Form ADV filed | March 10, 2026 |
| SEC record | CRD 325052 |
Advisors at this firm (1)
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