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Nick Palmer, CRPC®
Palmer Wealth Planning

Tel: 615-578-1800
Serving Middle Tennessee.
Nashville, TN 37209
Palmer Wealth Planning | Financial Advisor in Nashville ,TN

Holistic Financial Planning Made Simple


About Nick Palmer

Nick Palmer is an independent financial advisor based in Nashville, TN. He and his wife, Ellie, are both Nashville natives and met in the 5th grade.

Nick's passion is to develop personalized strategies to help his clients live their best lives. Having spent his first 4 years in the industry with Edward Jones Investments, Nick founded Palmer Wealth Planning LLC to provide clients with unbiased, personalized advice. We are focused strictly on helping you, your family and your business.


About Palmer Wealth Planning

Palmer Wealth Planning LLC "PWP" is a boutique family wealth management firm based in Nashville, TN. PWP is a registered investment advisor offering advisory services in the State of Tennessee and in other jurisdictions where exempted. Founded in 2021 as a fee-only firm, PWP and its advisors serve as a fiduciaries to their clients.

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General Information

Firm Start Year:   2021
No.of Employees:   1
Name of Custodial Firm:   Charles Schwab
States Licensed in:   TN
Work with the following types of clients:   Businesses, Individual Investors
Advisory Services Provided:   Financial Planning for Individuals, Financial Planning for Businesses, Tax Advice and Services, Education Funding and Planning, Risk Management, Wealth Management, Retirement Planning, Portfolio Management, Financial Planning, Estate Planning & Trusts, Investment Advice & Management, Financial Advice & Consulting, 401K Rollovers

Services

Investment Types:   Bonds, Mutual Funds, Stocks, Annuities, Insurance, Exchange Traded Funds (ETFs)
Can meet clients in the following ways:   Your Office, Your Home, Video Conference

Firm Information

Firm's Number of Clients:   50
Firm's Number of Managed Clients:   50

Compensation and Fees

Fee Structure:   Fee-Only
Minimum Portfolio Size for New Managed Accounts:   $100K+
Compensation Methods:   Based on Assets, Flat Fee
Fee % Based on Assets:   0.65% - 1%

Education

Bachelor of Science  - Organizational Communication   Middle Tennessee State University  - Murfreesboro, TN
08/16/2004-12/13/2008
Master of Arts  - Corporate Communication   Austin Peay State University  - Clarksville, TN
01/09/2012-05/09/2014

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Financial Services

Portfolio Management

We manage portfolios in accordance to the clients tolerance for risk, capacity for risk and time horizon of the goal. We feel it is important for our clients to know what they own, why they own it and how it fits within their overall strategy.

Retirement Planning

We help clients prepare for retirement by facilitating family goal setting. We then calculate the amount of money that needs to be invested on a monthly or annual basis to reach their retirement goals. For families in retirement and transitioning to retirement, we work with them to create a tax efficient income strategy, calculate Roth conversions, and plan for the healthcare costs during retirement.

401K Rollovers

When leaving a job you have several options of what to do with your 401(k). It is important for you to not only understand these options and their consequences but to also submit the correct request to the 401(k) provider so you are not left with an unfavorable tax situation. I have processed a multitude of rollovers and am happy to walk you through your options and the process.


FAQs

Do you have a customer satisfaction or refund policy?

If a family is unsatisfied they may leave at any time (though we hope it never comes to that!). We do not even charge an exit fee. We focus on continually earning your business.

What are your qualifications? What is your education background?

B.S. Middle Tennessee State University - 2004 M.A. Austin Peay State University - 2014 Chartered Retirement Planning Counselor® - College for Financial Planning 6 years industry experience in investment management and financial planning

How are you compensated? How will I pay for your services?

You can see our pricing information here: https://palmerwp.com/pricing

How many clients do you currently manage?

We currently manage around 50 families throughout Tennessee, Florida and South Carolina.

Will you be the only person working with me?

With the exception of outside professionals such as CPA's and Attorneys, I will be the only person working with you.

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Disclaimer

Palmer Wealth Planning LLC "PWP" is a registered investment advisor offering advisory services in the State of Tennessee and in other jurisdictions where exempted. Registration does not imply a certain level of skill or training. The presence of this website on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute. Follow-up or individualized responses to consumers in a particular state by PWP in the rendering of personalized investment advice for compensation shall not be made without our first complying with jurisdiction requirements or pursuant an applicable state exemption.

Compliance

Registered Investment Advisor:

Yes


Investment Advisor Representative:

Yes


Acknowledged fiduciary:

Yes


Compliance Disclosures in Last 5 years:

I have a clean record


Criminal Disclosures in Last 5 years:

I have a clean record


Office Hours

Mon. 9:00 AM - 6:00 PM
Tue. 9:00 AM - 6:00 PM
Wed. 9:00 AM - 6:00 PM
Thu. 9:00 AM - 6:00 PM
Fri. 9:00 AM - 6:00 PM
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