Palmetto Coast Advisors, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$43,721,206
Clients
62
Advisors
1
of 2 employees
About
Palmetto Coast Advisors is a small independent advisory firm that manages about $54.9 million on a discretionary basis for roughly 62 clients, serving individuals, trusts and estates as well as pension and profit‑sharing plans and corporate/business clients. The firm provides financial planning, discretionary portfolio management, and general consulting services.
The firm follows a long‑term, diversified investment approach and oversees a suite of model asset‑allocation portfolios ranging from conservative to aggressive, selecting individual ETFs and funds to implement each client’s Investment Plan on a discretionary basis. For planning clients Palmetto develops a Financial Profile and Investment Plan, conducts periodic reviews, and provides online planning tools and a document vault to support ongoing advice.
Uncommon for a solo independent adviser, Palmetto regularly accepts institutional‑style clients (pension/profit‑sharing plans and corporate clients) and conducts educational seminars and speaking engagements as part of its services. The firm also offers structured planning and consulting through a separate oversight entity and discloses the use of a commercial AI assistant for drafting and research while maintaining human review and safeguards for client information.
Client services
Expertise
Fee options
Comprehensive financial planning up to $50,000 annually, negotiable with payment plans; limited scope financial planning fees negotiated per engagement
$0 - $2,000,000: up to 1.25% $2,000,000 - $5,000,000: 1.00% $5,000,000+: 0.50%
$400 to $1,000 per hour based on complexity
Account minimum: $2,000,000
Main office
210 Wingo Way, Suite 400
Mt. Pleasant SC 29464
Advisors at this office
1
Most active in
South Carolina · Texas
Also doing business as
Palmetto Coast Advisors, Inc. · Palmetto Coast Wealth Management
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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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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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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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
Quick links
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