Kelli Ellison
Panoramic Financial Planning · Carmel, Indiana
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.
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Who they serve
- Early-career professionals
Facts
| Firm | Panoramic Financial Planning |
|---|---|
| Based in | Carmel, Indiana |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $23.0M across 40 accounts |
| Credentials | CFP · EA · Master of Science Accounting · MBA |
| SEC registration | Investment adviser representative in IN · CRD 6413661 |
| Exams passed | Series 65 (2014) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | panoramicfp.com |
| Profile |
How Kelli's firm compares
- Panoramic Financial Planning's average account is about $576,000, from its Form ADV (assets managed divided by 40 accounts).
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Questions about Kelli
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- Panoramic Financial Planning 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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