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, Inc. is a registered investment adviser that provides discretionary investment management, financial planning, and general consulting to individuals, trusts, estates, and retirement plans, and also works with corporate and institutional clients, including pension and profit-sharing plans. The firm additionally offers educational seminars and workshops for prospective and existing clients as part of its service mix.
The firm emphasizes a long-term, diversified, risk-based approach implemented through model asset-allocation portfolios using ETFs, mutual funds, individual stocks and bonds, with discretionary authority to align portfolios to clients’ goals and risk tolerances. Financial planning and consulting are integrated into the investment relationship, and the firm provides a structured oversight service to coordinate and sequence work among a client’s other professional advisors.
What distinguishes the firm from many peers is its active work with corporate and institutional plan clients and its explicit pension consulting and participant-education capabilities—services that are relatively uncommon for similar independent advisers. It also offers coordinated oversight engagement for multi-advisor relationships and uses enterprise AI tools (an AI language assistant and a transcription tool) under documented human-review, vendor-due-diligence, and client-consent processes.
Client services
Expertise
Fee options
Ongoing financial planning flat fee up to $50,000 annually; Initial Kreft Oversight Planning Fee $24,000 one-time; Kreft Oversight ongoing annual fees $36,000 to $50,000
$0 - $5,000,000: 1.00% annually Above $5,000,000+: 0.50% annually
Project-based financial planning and general consulting services hourly rate $400 to $1,000 per hour
Account minimum: $1,000,000 Minimum fee: $12,000 minimum annual fee for discretionary investment management Fee-only: Financial planning services offered on project-based hourly rate $400 to $1,000 per hour and ongoing flat annual fee up to $50,000 with minimum $5,000 annual fee
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
Kreft Oversight · 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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