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.
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.
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: | Wealth Management, 401K Rollovers, Retirement Planning, Portfolio Management, Financial Planning, Estate Planning & Trusts, Investment Advice & Management, Financial Advice & Consulting, Risk Management, Education Funding and Planning, Tax Advice and Services, Financial Planning for Businesses, Financial Planning for Individuals |
Services |
| Investment Types: | Mutual Funds, Annuities, Exchange Traded Funds (ETFs), Insurance, Stocks, Bonds |
| Can meet clients in the following ways: | Your Home, Your Office, 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: | Flat Fee, Based on Assets |
| 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 |
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. |
Disclosures |
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WiserAdvisor provides referrals to financial professionals. WiserAdvisor is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for WiserAdvisor to make these referrals, resulting in a conflict of interest. |
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Additional Detailed Disclosures |
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. |
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
| 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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