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VERIFIEDBridget E. Palmer
Palmer Wealth Group
201 American Concourse, Suite 310
Fort Worth, TX 76106
817-438-8241
Transforming Wealth into Infinite Possibility
About Palmer Wealth Group
Palmer Wealth Group: Beyond Traditional Wealth Management
Palmer Wealth Group orchestrates sophisticated wealth solutions for clients in the sub-ultra-high net worth segment through our proprietary Integrated Legacy Framework. We transcend conventional financial metrics to address all dimensions of your legacy, financial, familial, business, and philanthropic.
Our Virtual Family Office alliance coordinates specialized expertise across tax planning, legal counsel, business succession, and risk management without traditional family office overhead costs.
We excel where wealth complexity demands strategic orchestration: business exit planning, concentrated equity management, multi-generational wealth transfer, and practice succession strategies. Each solution is tailored through our collaborative "professional family" culture built on Excellence in Partnership and Legacy Focus.
Where others see assets to manage, we see legacies to orchestrate. Our strategic approach transforms your wealth into a powerful catalyst for purposeful impact across generations, ensuring your financial success creates enduring prosperity aligned with your deepest values and aspirations.
See Disclosures
General Information
Firm Start Year
2019
No. of Employees
2-4
CRD#
6411450
Firm CRD#
8032
Name of Broker/Dealer
COMMONWEALTH FINANCIAL NETWORK
States Licensed in
AR, AZ, DC, FL, IL, IN, LA, MI, MO, NC, PA, TN, TX, VA, WA
Years of Experience in Financial Services
11
Number of Years with Current Firm
6
Work with the following types of clients
Non-Profit Organizations, Individual Investors, Businesses
Advisory Services Provided
Investment Advice & Management, Financial Advice & Consulting, Insurance Products & Annuities, Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Financial Planning for Individuals, Financial Planning for Businesses, Education Funding and Planning
Services
Investment Types
Mutual Funds, Bonds, Stocks, Annuities, Insurance, Exchange Traded Funds (ETFs), Alternative Investments, Socially Responsible Investments (SRI)
Can meet clients in the following ways
Email, Phone, Our Office, Video Conference
Compliance
Registered Representative
Yes
Investment Advisor Representative
Yes
Acknowledged fiduciary
Yes
Compliance Disclosures in Last 5 years
I have a clean record
Criminal Disclosures in Last 5 years
I have a clean record
Qualifications & Membership
Certifications, Accreditations & Designations
ChFC®, CRPC®
Securities Licenses
Series 7, Series 66
Insurance and Annuity Licenses
Life, Variable Annuity, Long Term Care, Variable Life, Annuity, Disability
Compensation and Fees
Fee Structure
Fee-Based
Minimum Portfolio Size for New Managed Accounts
$250K+
Compensation Methods
Flat Fee, Commissions, Based on Assets
Disclosures
Commonwealth Financial Network ADV 2A
https://adviserinfo.sec.gov/firm/brochure/8032
Additional Detailed Disclosures
https://content.commonwealth.com/media/Palmer_Bridget_RetirementPlanning.net_Promoter_Disclosure.pdf.pdf
Disclaimer
Securities and advisory services offered through Commonwealth Financial Network®, Member www.FINRA.org / www.SIPC.org, a Registered Investment Adviser. Palmer Wealth Group, 201 American Concourse, Suite 310, Fort Worth, TX. 76106. 817-438-8241. The Financial Advisor associated with this profile may only discuss or transact business with residents of states in which they are properly registered. No offers may be made or accepted from any resident of any other state. Please check FINRA's BrokerCheck for a list of current registrations. Review our Terms of Use: www.commonwealth.com/termsofuse.html.