# Palmetto Retirement Specialists, LLC

Palmetto Retirement Specialists, LLC is a RIA.

## Overview

- **Organization type:** RIA
- **Region:** North America
- **Assets under management:** Undisclosed
- **Website:** palmettoretirement.com

## Regulatory record

- **CRD number:** 156875
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/156875

## About

Palmetto Retirement Specialists, LLC is a state-registered investment adviser in Williston, SC. It has one employee and one investment adviser. The firm is based in Williston.

## Questions

### Who runs investment decisions at Palmetto Retirement Specialists?

The firm's investment decisions are made by its credentialed professionals, who serve as fiduciaries under the Investment Advisers Act. Specific named principals are not publicly disclosed. The firm selects mutual funds and other investments from open-architecture platforms rather than proprietary products.

### Is Palmetto Retirement Specialists a fiduciary?

Yes. As a fee-only RIA, Palmetto is a fiduciary to its clients under the Investment Advisers Act of 1940. This means the firm must act in clients' best interests, disclose any conflicts, and provide advice suitable for each plan. The firm states this as its core commitment.

### What types of retirement plans does Palmetto support?

The firm designs and manages 401(k), 403(b), profit-sharing, and non-qualified deferred compensation plans. It works with both small businesses and mid-market employers, providing plan design, provider due diligence, participant education, and ongoing compliance monitoring.

### Does Palmetto Retirement Specialists manage proprietary products?

No. The firm uses open-architecture platforms to select mutual funds and other investments for client plans, avoiding conflicts from proprietary products. This aligns with its fidcuiary duty and allows flexibility in plan design.

### What geographic area does Palmetto Retirement Specialists serve?

The firm is based in South Carolina and primarily serves clients in the southeastern United States. Its focus remains on local employers and high-net-worth individuals within that region.

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- [Kinder Financial Services](https://altss.com/profile/kinder-financial-services)
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Last updated: 2026-07-11T11:42:03.000Z

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