Palmer Jones & Associates, Inc.

Palmer Jones & Associates, Inc. is a fee-only investment adviser registered with the securities regulator of South Carolina, with a mailing address in Bluffton, South Carolina (its office is a private residence, so the street address is not published). On its latest Form ADV, filed March 26, 2026, it reports $59M in regulatory assets under management, 29 individual clients and 1 employee who gives investment advice. It reports no commission compensation, is not registered as a broker-dealer and does not act as an insurance agent.

Key facts from Form ADV

Registration	State-registered: South Carolina
Firm CRD number	110418 · SEC file 801-16512
Office	Bluffton, SC (mailing address; office not published)
Phone	(843) 757-0050
Website	Not listed
Regulatory assets under management	$59M ($57M discretionary)
Individual clients	21 non-high-net-worth, 8 high-net-worth
Financial planning clients	11-25
How it charges	Percentage of assets, Hourly
Services	Financial planning, Portfolio management
Employees	2
Disciplinary disclosures	None reported
Latest Form ADV filing	March 26, 2026

Source: the firm’s Form ADV Part 1A as published by the SEC’s Investment Adviser Public Disclosure database, data as of November 6, 2026. Figures are self-reported by the firm.

What this means for you

• It offers hourly or fixed-fee arrangements, so you may be able to pay for a plan without handing over your investments.
• It also charges a percentage of assets managed for ongoing investment management.
• Most of its individual clients are not high-net-worth, so it is likely to work with people who are still building assets.
• It provides financial planning services, not only portfolio management.
• It reports no disciplinary history on Form ADV.

Before you hire any adviser

Read the firm’s Form ADV Part 2 brochure on its SEC record: it sets out fees, minimums, conflicts of interest and who will manage your money. Ask whether the firm acts as a fiduciary for all of your accounts, how it is paid in total, and who holds your assets. Our guide to choosing a financial adviser lists the questions to ask.

Other fee-only advisers in Bluffton

• Metis Wealth Management & Planning LLC $115M
• The Bedminster Group $199M
• Coastline Complete Wealth LLC $214M
• Tidal Creek Capital Advisors $126M
• Oak Advisors, LLC $285M
• Hilton Head Wealth Advisors, LLC $4.2M

See all 9 fee-only advisers in Bluffton →

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