# Jarrett Suddarth

> Jarrett Suddarth is a fee-only financial advisor at Panoramic Financial in Fresno, California, who holds the CFP credential. Panoramic Financial reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/jarrett-suddarth/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** Panoramic Financial
- **Based in:** Fresno, California
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $93.3M across 1,049 accounts
- **Credentials:** CFP
- **CRD:** 6391302 (https://adviserinfo.sec.gov/individual/summary/6391302)
- **SEC registration:** Investment adviser representative in CA, NE, TX
- **Exams passed:** Series 66 (2015)
- **Firm size:** 4 employees
- **Disclosures:** None reported
- **Website:** https://www.panoramicfinancial.com

## Frequently asked questions

### Is Jarrett Suddarth a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Jarrett holds no broker registration, and Panoramic Financial reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Jarrett charge for financial advice?

Jarrett's firm, Panoramic Financial, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Jarrett Suddarth based?

Jarrett Suddarth is based in Fresno, California.

### What credentials does Jarrett Suddarth hold?

Jarrett Suddarth holds the CFP credential.

### Is Jarrett Suddarth registered with the SEC?

Yes. Jarrett Suddarth is registered as an investment adviser representative in CA, NE and TX (CRD 6391302), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Panoramic Financial manage?

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

### How do I contact Jarrett Suddarth?

Through Jarrett's website, www.panoramicfinancial.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/6391302): the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026

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