Michael H. Palmer
ARK ROYAL WEALTH MANAGEMENT LLC
RALEIGH, NC 27607
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CRD#: 6408843
Professional summary
Michael Hamilton Palmer, CFP® is a registered financial advisor currently at ARK ROYAL WEALTH MANAGEMENT LLC located in Raleigh, North Carolina.
Michael is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2014. Michael has worked at 2 firms .
Biography
Mike Palmer has over twenty-five years of experience in the trust and financial services field including senior management positions at Central Carolina Bank, First Union National Bank and Trust Company of the South. Mr. Palmer is a graduate of the University of North Carolina at Chapel Hill and is a CERTIFIED FINANCIAL PLANNER™ professional.
Mr. Palmer is an active member in several professional organizations including the National Association of Personal Financial Advisors (NAPFA), the Association of Trust Organizations (ATO), and the Wake County Estate Planning Council.
He served on TIAA-CREF's Board of Financial Advisors in 2006-07 and was a founding member of the Dimensional Fund Advisors National Study Group (DFA NSG), comprised of ten financial advisors from several of the leading independent Registered Investment Advisory firms across the country.
His civic involvement includes membership on the Administrative Board of Hayes Barton United Methodist Church, the UNC Educational Foundation's Planned Giving Council and the Lacy Foundation Board. His past service includes serving on the board of North Carolina Amateur Sports.
Mr. Palmer is a frequent writer and speaker, having articles published on financial planning and investing. He has been quoted on a variety of financial planning topics by national publications including Kiplinger Personal Finance, Investment News, The Wall Street Journal, Bloomberg Wealth Manager and SmartMoney.
Question & Answer
What are your service offerings?
Retirement Planning
Investment Planning
Comprehensive Financial Planni...
Estate Planning
Do you have an area of expertise or specialization?
Business Owners
Corporate Executives
Estate & Generational Planning...
High Net Worth Client Needs
Investment Advice with Ongoing...
Retirement Plan Investment Adv...
What is your minimum asset requirement?
500K
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view Michael Hamilton Palmer's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 2001
Experience
Current
March 23, 2015 - Present
ARK ROYAL WEALTH MANAGEMENT LLC
Office #1: 2700 Wycliff Road Suite 360, Raleigh, NC 27607RIA
CRD#: 175151
RALEIGH, NC
Past
October 16, 2014 - March 20, 2015
WOODWARD FINANCIAL ADVISORS, INC.
RIA
CRD#: 150641
CHAPEL HILL, NC
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
ARK ROYAL WEALTH MANAGEMENT LLC
ARK ROYAL WEALTH MANAGEMENT | ARK ROYAL WEALTH MANAGEMENT LLC
CRD#: 175151 / SEC#: 801-133920
RIA
Registered Investment Advisory firm - (7/21/2025 Approved)North Carolina
Registered Investment Advisory firm - (8/27/2025 Terminated)Texas
Registered Investment Advisory firm - (8/14/2025 Terminated)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
North Carolina(3/23/2015)
IAR
Texas(3/29/2024)
Exams
Current Firm
ARK ROYAL WEALTH MANAGEMENT LLC
ARK ROYAL WEALTH MANAGEMENT | ARK ROYAL WEALTH MANAGEMENT LLC
CRD#: 175151 / SEC#: 801-133920
RIA
Registered Investment Advisory firm - (7/21/2025 Approved)North Carolina
Registered Investment Advisory firm - (8/27/2025 Terminated)Texas
Registered Investment Advisory firm - (8/14/2025 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
2700 Wycliff Road Suite 360, Raleigh, NC 27607
Mailing Address
Phone number
(919) 710-8665
Established
Firm type
Fiscal year end
# of Employees
4
SEC notice filing (2 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 275 |
| AUM (Assets Under Management) | $ 139,288,000 |
Red Flags
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Company Information
ARK ROYAL WEALTH MANAGEMENT LLC
CRD#: 175151Raleigh, NC 27607TRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
