Palmetto Financial Planners LLC 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

$250

“Fees for financial plans are billed $250 in advance with the balance due upon plan delivery.”

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

How Palmetto Financial Planners LLC bills

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

• “Fees are billed quarterly in arrears based on the amount of assets managed as of the last business day of the previous quarter.”
• “Fees are due within fifteen (15) days of the completion of each quarter, and clients can elect to either be billed directly for fees or to authorize PFP to directly debit client accounts.”
• “Clients may terminate their account within five (5) business days of signing the Investment Advisory Agreement for a full refund.”

How Palmetto Financial Planners LLC’s fees compare

• Its flat or project fee of $250 is below the Georgia median of $5,000. None of the 152 other Georgia planners that publish a flat or project fee charge less.

About Palmetto Financial Planners LLC

• Solo practice: one person runs the firm, so you work directly with the planner.
• Registered as an adviser: 2006 (20 years).

Planning areas mentioned in the brochure

• Retirement planning
• Tax planning
• Estate planning
• College planning
• Insurance analysis
• Cash flow and budgeting

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% a year

Clients

26

Employees

1

Works with

Individuals and high net worth individuals

Services reported to regulators

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

Assets managed

$20,492,942

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

158674

Website

pfplanners.com (opens in new tab)

Phone

(864) 230-2721

Can advise clients in 2 states: Georgia, South Carolina

Other planners in Georgia that publish fees

• 2ND Half Capital, LLCAlpharetta$1,000⁠-⁠$2,000
• Access Planning Partners, LLCAlpharetta$250/hr, $750⁠-⁠$7,500
• Ae Financial & Risk Management, Inc.Alpharetta$250/hr
• Aegis Capital GroupAtlanta$100⁠-⁠$250/hr, $1,000⁠-⁠$3,000
• Ages Legacy Advisors, LLCAtlanta$400/hr, $400⁠-⁠$5,000
• Alpha Financial Management, Inc.Savannah$2,000⁠-⁠$10,000/yr

Compare all 488 planners in Georgia