Palmer Wealth Management LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed February 6, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$225/hr

“Services are offered based on an hourly fee of $225 per hour, with a 2 hour minimum.”

Flat or project fee

$1,000⁠-⁠$10,000

“Services are offered based on a negotiable fixed fee between $1,000 and $10,000 depending on the unique client needs and the complexity of the services requested.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Palmer Wealth Management LLC bills

Payment and refund terms, quoted from the fee section of the brochure.

• “Fees are billed quarterly in arrears based on the average daily balance of assets managed for the quarter using actual number of days.”
• “If margin is utilized, the fees will be billed based on the gross asset value of the account.”
• “The fees must be paid within 10 days following the conclusion of the calendar quarter for which the account is being billed.”

How Palmer Wealth Management LLC’s fees compare

• Its hourly rate of $225 is below the Louisiana median of $250. 36% of the 45 other Louisiana planners that publish an hourly rate charge less.
• Its flat or project fee of $1,000-$10,000 spans the Louisiana median of $3,250. 63% of the 40 other Louisiana planners that publish a flat or project fee charge less.

About Palmer Wealth Management LLC

• Firm size: 2 employees.
• Credentials named in the brochure: CFP® and CPA.
• Registered as an adviser: 2017 (9 years).

Planning areas mentioned in the brochure

• Tax planning

Firm details from Form ADV

How the firm is paid

Hourly fees, fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

1.5% a year

Clients

46

Employees

2

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, pension consulting, selecting other advisers, and educational seminars and workshops

Assets managed

$43,419,000

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

286692

Website

palmerwm.com (opens in new tab)

Phone

(225) 304-0025

Can advise clients in 2 states: Louisiana, Texas

Other planners in Prairieville that publish fees

• Bonfanti Investment Services, LLCPrairieville$150/hr
• A.b. Ridgeway Wealth Management LLCLafayette$1,000⁠-⁠$2,500, $97⁠-⁠$833/mo
• Adkins Seale Capital Management LLCShreveport$250⁠-⁠$500/hr, $1,500⁠-⁠$5,500
• Advocacy Financial LLCCovington$250/hr, $1,000⁠-⁠$10,000
• Argent Advisors, Inc.Ruston$150/hr, $1,000⁠-⁠$5,000
• Avant Capital, LLCLafayette$200/hr, $1,500

Compare all 104 planners in Louisiana