Panorama Wealth Advisors fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 31, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$350/hr

“The hourly rate for limited scope engagements is $350.”

Flat or project fee

$5,000

“Fixed fees for financial plans will not exceed $5,000.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Panorama Wealth Advisors bills

Payment and refund terms, quoted from the fee section of the brochure.

• “Only the initial billing will be billed in arrears and prorated for the time your assets are under our Firm’s management.”
• “The management fee will be pro-rated to the date of termination, for the quarter in which the cancellation notice was given and any earned fee will be billed to you by our Firm.”
• “You will be billed monthly as services are rendered.”

How Panorama Wealth Advisors’ fees compare

• Its hourly rate of $350 is above the Colorado median of $300. 66% of the 231 other Colorado planners that publish an hourly rate charge less.
• 7 of the 11 other planners in Greenwood Village that publish an hourly rate charge less.
• Its flat or project fee of $5,000 is below the Colorado median of $5,250. 44% of the 214 other Colorado planners that publish a flat or project fee charge less.
• 2 of the 13 other planners in Greenwood Village that publish a flat or project fee charge less.

About Panorama Wealth Advisors

• Firm size: 3 employees.
• Registered as an adviser: 2023 (3 years).

Planning areas mentioned in the brochure

• Retirement planning
• Estate planning
• Cash flow and budgeting

Firm details from Form ADV

How the firm is paid

Fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Clients

200

Employees

3

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, and selecting other advisers

Assets managed

$133,707,136

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

324199

Website

pwa.llc (opens in new tab)

Phone

(720) 356-0779

Can advise clients in 6 states: California, Colorado, Florida, Louisiana, Michigan, Texas

Other planners in Greenwood Village that publish fees

• Alpha Capital Family Office, LLCGreenwood Village$1,000⁠-⁠$300,000
• Bolhan WealthGreenwood Village$2,500⁠-⁠$10,000
• Dodds Wealth, LLCGreenwood Village$250/hr, $3,600⁠-⁠$25,000
• Downing Street Wealth Management LLCGreenwood Village$85/hr
• Heirloom Wealth Management LLCGreenwood Village$200/hr, $1,000⁠-⁠$20,000
• InclinevestGreenwood Village$400⁠-⁠$500/hr, $2,500⁠-⁠$12,000

Compare all 29 planners in Greenwood Village