Palm Valley Wealth Management, LLC (independent fee-only fiduciary Registered Investment Adviser, CRD #325052) is a boutique retirement and tax-planning practice headquartered at Nocatee Town Center in Ponte Vedra (32081). Founded by Principal Wealth Advisor Hunter Daniel Kelly, CFP® (CRD #6766324), the firm specializes in comprehensive retirement transition planning, proactive multi-year tax minimization, Roth conversion ladders, Social Security and Medicare IRMAA optimization, and fiduciary investment management for retirees in Del Webb Ponte Vedra, Del Webb Nocatee, Palm Valley, and surrounding St. Johns County communities.
Official Verification Sources: SEC Investment Adviser Public Disclosure — Palm Valley Wealth Management, LLC (CRD #325052); SEC IAPD Individual Profile — Hunter Daniel Kelly, CFP® (CRD #6766324); Palm Valley Wealth Management Official Website
Issuer: Florida Office of Financial Regulation / SEC IAPD
Notes: Independent fee-only fiduciary Registered Investment Adviser headquartered at 425 Town Plaza Avenue, Ponte Vedra (Nocatee), FL 32081.
Issuer: CFP Board / SEC IAPD
Notes: Founded and led by Principal Wealth Advisor Hunter Daniel Kelly, CFP® (CRD #6766324).
Factual details and direct answers about Palm Valley Wealth Management, LLC's services, licensing, and credentials.
Is Palm Valley Wealth Management in Nocatee a fee-only fiduciary firm?
Yes. Palm Valley Wealth Management, LLC (CRD #325052), founded by Hunter Daniel Kelly, CFP® (CRD #6766324), operates strictly as a fee-only fiduciary Registered Investment Adviser, meaning the firm never accepts commissions from insurance or investment product sales.
How does Palm Valley Wealth Management assist retirees moving to Del Webb Nocatee or Del Webb Ponte Vedra?
Located directly in Nocatee Town Center at 425 Town Plaza Avenue, the firm helps relocating and longtime St. Johns County retirees structure tax-efficient retirement paychecks, establish Florida domicile and Save Our Homes property tax portability, execute Roth conversions before age 73/75 RMDs begin, and plan for future healthcare costs.
Can I verify Hunter Kelly's CFP® and regulatory record online?
Yes. Prospective clients can verify Palm Valley Wealth Management (CRD #325052) and Hunter Daniel Kelly, CFP® (CRD #6766324) directly through the SEC's Investment Adviser Public Disclosure (adviserinfo.sec.gov) portal and the CFP Board directory.
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Disclaimer: This directory listing is for informational purposes only. Florida Senior Support does not endorse or guarantee the quality of services. Please verify information and services directly with the organization.