Palmetto Wealth Advisors, LLC

Palmetto Wealth Advisors, LLC (CRD# 154069) is a financial advisory firm headquartered in Columbia, SC. They manage $1,825,710 in 11 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    2
    MILLION
  • Total Number of Accounts
    11
    ACCOUNTS
  • Average Account Value
    $165,974
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

SC

Financial Advisors at Palmetto Wealth Advisors, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Barbara H. Saylor
CRD#: 1773746
1611 Devonshire Dr., Suite 100, Columbia, SC 29204
96
Wealthminder
score

Barbara Saylor (CRD# 1773746) is an Investment Advisor Representative working at Palmetto Wealth Advisors, LLC in Columbia, SC and has over 10 years of experience in the finance industry. Barbara Saylor has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Paul B. Robins
CRD#: 2503956
1611 Devonshire Dr., Suite 100, Columbia, SC 29204
93
Wealthminder
score

Paul Robins (CRD# 2503956) is an Investment Advisor Representative working at Palmetto Wealth Advisors, LLC in Columbia, SC and has over 22 years of experience in the finance industry.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.