Palmer Wealth Planning fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed February 24, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee

$375⁠-⁠$1,500

“Ongoing Comprehensive Financial Planning Ongoing Financial Planning consists of an upfront charge of $375.00 - $1,500.00 and an ongoing fee that is paid monthly or quarterly, in arrears, at the rate of $125.00 - $1500.00 per month or $375.00 - $4,500.00 per quarter.”

Monthly fee

$125⁠-⁠$1,500/mo

From the same sentence as above.

Quarterly fee

$375⁠-⁠$4,500/qtr

From the same sentence as above.

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

How Palmer Wealth Planning bills

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

• “The annual fees are negotiable, prorated and paid in arrears on a monthly basis.”
• “Advisory fees are directly debited from Client accounts, or the Client may choose to pay by check.”
• “Fees for held away accounts will be directly invoiced to clients on a monthly or quarterly basis at the rate mentioned above.”

How Palmer Wealth Planning’s fees compare

• Its flat or project fee of $375-$1,500 is below the Tennessee median of $3,000. 10% of the 89 other Tennessee planners that publish a flat or project fee charge less.
• 1 of the 13 other planners in Nashville that publish a flat or project fee charge less.

About Palmer Wealth Planning

• Principal: Nicholas Palmer
• Solo practice: one person runs the firm, so you work directly with the planner.
• Credentials named in the brochure: CFP®.
• Registered as an adviser: 2021 (5 years).

Planning areas mentioned in the brochure

• Retirement planning
• Tax planning
• Estate planning
• College planning
• Business owners
• Equity compensation
• Cash flow and budgeting

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

1.5% a year

Clients

52

Employees

1

Works with

Individuals, high net worth individuals, and pension and profit sharing plans

Services reported to regulators

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

Assets managed

$22,070,684

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

313374

Website

palmerwp.com (opens in new tab)

Phone

(615) 578-1800

Other planners in Nashville that publish fees

• Aj AdvisorsNashville$300/hr, $500⁠-⁠$5,000
• Apple & Company, Inc.Nashville$200⁠-⁠$250/hr
• Brewer Financial StrategiesNashvilleUp to $5,000
• Cairn Financial GroupNashville$400/hr
• Davis, Davis and Conover Wealth Management, LLCNashville$250/hr, $1,500⁠-⁠$5,000
• Decker Wealth Management, LLCNashville$1,000⁠-⁠$10,000

Compare all 32 planners in Nashville