Palmer Wealth Management LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Palmer Wealth Management serves individuals (including high-net-worth clients), retirees, trusts, closely held businesses and employer-sponsored retirement plans, providing fee‑based financial planning, discretionary portfolio management, ERISA 3(21) plan advisory services, and related reviews such as insurance and estate-document review. The firm is a small advisory practice with two advisors managing about $43 million for roughly 46 client relationships.
The firm implements tailored, discretionary investment programs that combine fundamental analysis, asset allocation, tax‑harvesting, and use of model strategies; it may employ sub‑advisors, options or derivative instruments where appropriate and uses third‑party platforms including SEI managed account and mutual‑fund model solutions with optional tax‑management overlays. Financial planning work includes cash‑flow, retirement income, education planning, and coordination with outside tax and legal professionals when needed.
Notable and uncommon characteristics for a firm of this size include principals who maintain separate legal and accounting‑related practices and provide limited tax preparation and consulting, as well as being licensed insurance agents — relationships the firm discloses and manages as potential conflicts of interest. The firm also conducts public educational seminars and workshops and offers plan‑participant education and enrollment meetings for retirement plans, a combination of services that is less common among similarly sized supported advisory firms.
Client services
Expertise
Occupation focus
Fee options
Fixed financial planning fees negotiable between $1,000 and $10,000
$0 - $1,000,000: 1.00% annually $1,000,001 - $3,000,000: 0.85% annually $3,000,001 - $5,000,000: 0.75% annually $5,000,001 - $10,000,000: 0.60% annually $10,000,001+: Negotiable
$225 per hour with a 2 hour minimum for financial planning services
Account minimum: $250,000 minimum (PWM reserves the right to accept accounts with less assets) Fee-only: Financial planning hourly fee $225/hour with 2 hour minimum; Fixed fees negotiable between $1,000 and $10,000 depending on client needs
Main office
17531 Old Jefferson Highway, Suite B
Prairieville LA 70769
Advisors at this office
2
Most active in
Louisiana · Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Advisors at this firm
Nicole P
CFP®, Series 63, Series 65
Prairieville, LA
Palmer Wealth Management LLC
Nicole Palmer is a CFP® with 31 years of industry experience and is a principal at Palmer Wealth Management LLC in Prairieville, LA. She has worked at Palmer Wealth Management since 2017 and previously with LPL Financial from 2011 to 2017. Palmer also operates as a sole proprietor, providing fixed insurance sales and services as a licensed insurance agent. Palmer Wealth Management serves individuals, retirees, trusts, closely held businesses, and employer-sponsored retirement plans with fee-based financial planning, discretionary portfolio management, and ERISA 3(21) plan advisory services. The firm uses tailored investment programs combining fundamental analysis, asset allocation, and tax management, and provides public educational seminars and retirement plan participant education.
Fred P
CFP®, PFS™, Series 63, Series 65
Prairieville, LA
Palmer Wealth Management LLC
Fred Palmer is a CFP® and PFS™ credentialed financial advisor with 37 years of industry experience. He is the principal at Palmer Wealth Management LLC in Prairieville, LA, where he has worked since 2017. Palmer also owns Fred Palmer Consulting LLC, a business focused on JD/CPA/business consulting, and operates as a licensed insurance agent. Palmer Wealth Management serves individuals, retirees, trusts, closely held businesses, and employer-sponsored retirement plans, offering fee-based financial planning, discretionary portfolio management, and ERISA 3(21) plan advisory services. The firm manages approximately $43 million for about 46 client relationships and employs tailored investment programs that include fundamental analysis, asset allocation, tax-harvesting, and model strategies, sometimes utilizing sub-advisors, options, or derivatives.
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