Palm Valley Wealth Management LLC fees and pricing
Financial planner in St. Augustine, Florida. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated March 10, 2026, Palm Valley Wealth Management LLC charges an annual fee of $2,500 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 10, 2026. Fees can change, so confirm with the firm before you hire them.
- Annual fee
- $2,500/yr
“In determining the fee, we may allow accounts of members of the same household to be aggregated. 6 Our minimum annual fee is $2,500.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Palm Valley Wealth Management LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees are negotiable and we reserve the right to offer fee waivers or discounts at our discretion.”
- “Our fee is prorated for any partial billing periods occurring during the engagement, including the initial and terminating billing periods.”
- “Fees are paid monthly in arrears, ranging from $100 to $1,000.”
How Palm Valley Wealth Management LLC’s fees compare
- Its annual fee of $2,500 is below the Florida median of $4,800. 30% of the 97 other Florida planners that publish an annual fee charge less.
About Palm Valley Wealth Management LLC
“We offer Investment Management, Ongoing Financial Planning, and Retirement Plan Services.”
- Principal: Hunter Kelly
- Solo practice: one person runs the firm, so you work directly with the planner.
- Credentials named in the brochure: CFP®.
- Registered as an adviser: 2023 (3 years).
Planning areas mentioned in the brochure
- Retirement planning
- Tax planning
- Estate planning
Firm details from Form ADV
- How the firm is paid
- Fixed or flat fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 2% a year
- Minimum
- $2,500 minimum fee (stated in brochure)
- Clients
- 53
- Employees
- 1
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and selecting other advisers
- Assets managed
- $26,165,524
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 325052
- Phone
- (904) 201-2727
Other planners in St. Augustine that publish fees
- Achieving Veritas LLCSt. Augustine$1,500-$15,000
- Parable Wealth AdvisorsSt Augustine$2,500
- Sovereign Wealth Office LLCSt. Augustine$500-$5,000
- 22 Seven Wealth Management IncPanama City$150/hr, $500-$2,500
- 365Sundays Wealth LLCLake Mary$5,000-$15,500, $5,000/yr
- 4 VerticalRiverview$250/hr
Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.