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Why choose Palmetto Wealth Planning

Palmetto Wealth Planning founder, Brad Tunnell graduated from Clemson University in 1995 and holds an Investment Advisor Representative (Series 65) license, has taken courses in Advanced Estate Planning from the American College, Financial Planning from Duke University and has passed his Harvard Business School (Online’s) CORe program focusing on Business Analytics, Financial Accounting, and Economics for Managers.

Many business owners are concerned that they may not be mitigating risks, costs, and taxes while maximizing proven strategies that don’t wander into the gray areas. Palmetto Wealth Planning is aligned with a nationwide team of specialists including CPA’s and Attorney’s that concentrate on dozens of strategies in order to provide a cohesive and wholistic approach to planning for our clients benefit.

It is important to understand that many consultants are compensated by commissions. This could possibly influence the advice that they provide. As a Series 65 Investment Advisor Representative you are not compensated by commissions but earn a fee for advice. You are bound to a “Fiduciary” duty to your investment advisor client as opposed to a more common “Suitability” standard, which currently applies to Brokers and Insurance Agents. This is a very important distinction. It is also important to note that my fiduciary duty extends solely to investment advice and does not extend to advice relating to insurance product sales, including annuities, life insurance, and long term care insurance.

Palmetto Wealth Planning

A successful financial future
requires the correct financial solutions.

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for a rainy day?

Helping You Prepare
for financial independence