Palmetto Wealth Management, LLC

Palmetto Wealth Management, LLC (CRD# 150648) is a financial advisory firm headquartered in New Albany, OH. They manage $20,414,000 in 79 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    20
    MILLION
  • Total Number of Accounts
    79
    ACCOUNTS
  • Average Account Value
    $258,405
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
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.

OH, SC, TX

Financial Advisors at Palmetto Wealth Management, LLC
Showing 1 - 1 of 1 top financial advisors.
1
John M. Gustafson
CRD#: 2318657
New Albany, OH
93
Wealthminder
score

John Gustafson (CRD# 2318657) is an Investment Advisor Representative working at Palmetto Wealth Management, LLC in New Albany, OH and has over 23 years of experience in the finance industry.

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