# Palmetto Financial Planners

Palmetto Financial Planners is an Asset Manager based in United States.

## Overview

- **Organization type:** Asset Manager
- **Headquarters:** United States
- **Region:** North America
- **Assets under management:** Undisclosed

## Regulatory record

- **CRD number:** 158674
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/158674

## About

Palmetto Financial Planners LLC is a state-registered investment adviser with $20 million in regulatory assets under management. The firm has 1 employee and 1 investment adviser. It operates with a single office.

## Questions

### What services does the firm provide?

Palmetto Financial Planners offers portfolio management, financial planning, and pension consulting. Its disclosed strategies include constructing equity and fixed-income portfolios for individuals and high-net-worth clients, using a combination of long-term holdings and short-term trades.

### Does the firm disclose its assets under management?

No. The firm does not report total regulatory assets under management in its SEC filings. Its Form ADV declines to state an exact figure, which is permitted for smaller advisory firms below certain reporting thresholds.

### Where is Palmetto Financial Planners headquartered?

The firm's SEC filings indicate a mailing address in the United States, but a precise city is not publicly confirmed. The absence of a public website or LinkedIn presence limits location verification to regulatory documents.

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Last updated: 2026-08-14T12:30:00.000Z

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