# Andrew McFadden

> Andrew McFadden is a fee-only financial advisor at Panoramic Financial Advice in Fresno, California, who holds the CFP and MBA credentials. Andrew charges a flat fee or retainer and focuses on physicians & residents, student loans and tax planning.

Page: https://find.wellspent.co/advisors/andrew-mcfadden/
Built from public directory listings; last checked April 21, 2026.

## Facts

- **Firm:** Panoramic Financial Advice
- **Based in:** Fresno, California
- **Fee model:** Flat fee or retainer
- **Assets under management (firm):** $93.3M across 1,049 accounts
- **Credentials:** CFP, MBA
- **Specialties:** Physicians & residents, Student loans, Tax planning, Retirement planning
- **CRD:** 5496210 (https://adviserinfo.sec.gov/individual/summary/5496210)
- **SEC registration:** Investment adviser representative in CA, NE, TX
- **Exams passed:** Series 65 (2013)
- **Firm size:** 4 employees
- **Disclosures:** None reported
- **Website:** http://panoramicfinancial.com

## Frequently asked questions

### Is Andrew McFadden a fee-only financial advisor?

Yes. Andrew McFadden is listed in the XY Planning Network directory (XYPN members are fee-only). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Andrew's firm.

### How does Andrew charge for financial advice?

Andrew charges a flat fee or retainer.

### Where is Andrew McFadden based?

Andrew McFadden is based in Fresno, California.

### What does Andrew specialize in?

Andrew's specialties include physicians & residents, student loans, tax planning and retirement planning.

### What credentials does Andrew McFadden hold?

Andrew McFadden holds the CFP and MBA credentials.

### Is Andrew McFadden registered with the SEC?

Yes. Andrew McFadden is registered as an investment adviser representative in CA, NE and TX (CRD 5496210), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.

### How much does Panoramic Financial Advice manage?

Panoramic Financial Advice reports $93.3M across 1,049 accounts in assets under management.

### How do I contact Andrew McFadden?

Through Andrew's website, panoramicfinancial.com.

## Sources

- XY Planning Network directory listing (https://www.xyplanningnetwork.com/find-an-advisor/andrew-mcfadden-10421): XYPN members are fee-only
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 27, 2026
- The firm's website (https://www.panoramicfinancial.com/): specialties, clients served, and fees, checked October 28, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.