# Kelli Ellison

> Kelli Ellison is a fee-only financial advisor at Panoramic Financial Planning in Carmel, Indiana, who holds the CFP, EA and Master of Science Accounting credentials. Panoramic Financial Planning reports charging a percentage of assets and fixed fees on its Form ADV.

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

## Facts

- **Firm:** Panoramic Financial Planning
- **Based in:** Carmel, Indiana
- **Fee model (firm's Form ADV):** Percentage of assets; Fixed fees
- **Assets under management (firm):** $23.0M across 40 accounts
- **Credentials:** CFP, EA, Master of Science Accounting, MBA
- **Works with:** Early-career professionals
- **CRD:** 6413661 (https://adviserinfo.sec.gov/individual/summary/6413661)
- **SEC registration:** Investment adviser representative in IN
- **Exams passed:** Series 65 (2014)
- **Firm size:** 1 employee
- **Disclosures:** None reported
- **Website:** https://panoramicfp.com

## Frequently asked questions

### Is Kelli Ellison a fee-only financial advisor?

Yes. Kelli Ellison is listed in the NAPFA directory (NAPFA admits only fee-only advisors). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Kelli's firm.

### How does Kelli charge for financial advice?

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

### Where is Kelli Ellison based?

Kelli Ellison is based in Carmel, Indiana.

### What credentials does Kelli Ellison hold?

Kelli Ellison holds the CFP, EA, Master of Science Accounting and MBA credentials.

### Is Kelli Ellison registered with the SEC?

Yes. Kelli Ellison is registered as an investment adviser representative in IN (CRD 6413661), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.

### How much does Panoramic Financial Planning manage?

Panoramic Financial Planning reports $23.0M across 40 accounts in assets under management.

### How do I contact Kelli Ellison?

Through Kelli's website, panoramicfp.com.

## Sources

- NAPFA directory listing (https://www.napfa.org/find-an-advisor/firm/39456): NAPFA admits only fee-only advisors
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 27, 2026
- The firm's website (https://panoramicfp.com/): specialties, clients served, and fees, checked October 28, 2026

---

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