Andrew McFadden
Panoramic Financial Advice · Fresno, California
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.
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Specialties
Facts
| Firm | Panoramic Financial Advice |
|---|---|
| Based in | Fresno, California |
| Fee model | Flat fee or retainer |
| Assets under management | $93.3M across 1,049 accounts |
| Credentials | CFP · MBA |
| SEC registration | Investment adviser representative in CA, NE, TX · CRD 5496210 |
| Exams passed | Series 65 (2013) |
| Firm size | 4 employees |
| Disclosures | None reported |
| Website | panoramicfinancial.com |
| Profile |
How Andrew's firm compares
- Panoramic Financial Advice's average account is about $89,000, from its Form ADV (assets managed divided by 1,049 accounts).
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Questions about Andrew
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- XY Planning Network directory listing : XYPN members are fee-only
- Panoramic Financial Advice website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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