Firm
Panoramic Financial Advice
Fresno, California
Fee-only
Panoramic Financial Advice at a glance
- One of 1,191 fee-only firms based in California in the Wellspent graph.
- 2 advisors are listed here; all hold the CFP.
- Its Form ADV reports 4 employees and 143 individual clients, 32 of them high net worth.
- Its average account is about $89,000 (assets it manages divided by its 1,049 accounts).
Fee-only advisors in California · What fee-only advisors charge in California
Facts
| Based in | Fresno, California |
|---|---|
| Website | panoramicfinancial.com |
| [email protected] | |
| Phone | (559) 906-0723 |
Panoramic Financial Advice fees
Panoramic Financial Advice doesn't publish its prices on its website, or we couldn't confirm them word for word. Its website says it charges by: flat fee. Ask for its Form ADV Part 2A, which must describe its fees.
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets · Hourly · Fixed fees |
|---|---|
| Assets managed | $93 million |
| Individual clients | 111 |
| High-net-worth clients | 32 |
| Accounts managed | 1,049 |
| Employees | 4 |
| Planning clients | 101-250 |
| Financial planning | Offered |
| Form ADV filed | May 8, 2026 |
| SEC record | CRD 172396 |