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).
Total Assets Under Management2MILLION
Total Number of Accounts11ACCOUNTS
Average Account Value$165,974
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
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.
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.