A complete list of active advisors currently associated with Palmetto Financial Planners LLC

Warmer can help you find a great advisor at Palmetto Financial Planners LLC or one who fits your needs even better.

Palmetto Financial Planners LLC provides personalized, fee-only financial planning and investment management primarily to individual and high-net-worth clients, offering services that include retirement planning, estate planning, cash flow and tax planning, and investment advisory on an hourly, fixed, or AUM basis. The firm is a solo practice led by a CFP® professional and does not sell commissioned insurance or securities products. The firm delivers advice through client consultation and documented Investment Policy Statements, relying primarily on technical analysis and recommending no-load mutual funds as core holdings. Asset management is performed on a non-discretionary basis—PFP determines recommended trades but obtains client approval before execution—and account reviews are performed at least quarterly. Noteworthy features in the brochure include that all of the firm’s reported AUM ($20,492,942 as of 12/31/2025) is non-discretionary, a structure that is uncommon among independent advisors, and the principal’s prior role as Manager of Retirement Planning at Michelin North America, which, together with the firm’s retirement-planning services, may inform pension-related consulting. The firm also maintains a small client roster relative to its assets, reflecting a concentrated per-client asset level under a single-advisor model.

To learn more about the advisors currently working at Palmetto Financial Planners LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.