Firm
Palmetto Financial Planners
Richmond Hill, Georgia
Fee-only
Palmetto Financial Planners at a glance
- One of 307 fee-only firms based in Georgia in the Wellspent graph.
- 1 advisor is listed here, who holds the CFP.
- Its Form ADV reports 1 employee and 26 individual clients, 5 of them high net worth.
- Its average account is about $661,000 (assets it manages divided by its 31 accounts).
Fee-only advisors in Georgia · What fee-only advisors charge in Georgia
Facts
| Based in | Richmond Hill, Georgia |
|---|---|
| Website | pfplanners.com |
| Phone | (864) 230-2721 |
Palmetto Financial Planners fees
What the firm's own website says it charges, checked October 30, 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 · Hourly · Flat fee · One-time plans or projects |
In the firm's words
"up to $500,000 0.250 %" source
"Fees for on-going asset management engagements are based on the value of the assets under management" source
"Fees for limited engagement planning agreements are typically based on either an hourly charge or fixed fee." source
"Fees for limited engagement planning agreements are typically based on either an hourly charge or fixed fee." 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 · Hourly · Fixed fees |
|---|---|
| Assets managed | $20 million |
| Individual clients | 21 |
| High-net-worth clients | 5 |
| Accounts managed | 31 |
| Employees | 1 |
| Planning clients | 0 |
| Financial planning | Offered |
| Form ADV filed | February 24, 2026 |
| SEC record | CRD 158674 |