Firm
Panoramic Financial Planning
Carmel, Indiana
Fee-only
Panoramic Financial Planning at a glance
- One of 147 fee-only firms based in Indiana in the Wellspent graph.
- 1 advisor is listed here, who holds the CFP.
- Its Form ADV reports 1 employee and 12 individual clients, 9 of them high net worth.
- Its average account is about $576,000 (assets it manages divided by its 40 accounts).
Fee-only advisors in Indiana · What fee-only advisors charge in Indiana
Facts
| Based in | Carmel, Indiana |
|---|---|
| Website | panoramicfp.com |
| [email protected] | |
| Phone | (317) 600-3552 |
Panoramic Financial Planning fees
Panoramic Financial Planning doesn't publish its prices on its website, or we couldn't confirm them word for word. 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 · Fixed fees |
|---|---|
| Assets managed | $23 million |
| Individual clients | 3 |
| High-net-worth clients | 9 |
| Accounts managed | 40 |
| Employees | 1 |
| Planning clients | 26-50 |
| Financial planning | Offered |
| Form ADV filed | March 25, 2026 |
| SEC record | CRD 282461 |