Panoramic Capital Partners LLC fees and pricing
Financial planner in Lake Oswego, Oregon. Registered with the SEC.
According to its Form ADV Part 2A brochure dated February 24, 2026, Panoramic Capital Partners LLC charges a monthly fee of $3,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed February 24, 2026. Fees can change, so confirm with the firm before you hire them.
- Monthly fee
- $3,000/mo
“The recurring fee to be charged shall not exceed $3,000 per month.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Panoramic Capital Partners LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Our firm bills on cash unless indicated otherwise in writing.”
- “Annualized fees are billed on a pro-rata basis monthly in advance based on the value of the account(s) on the last day of the previous month.”
- “Fees are negotiable and will be deducted from client account(s).”
About Panoramic Capital Partners LLC
- Firm size: 7 employees.
- Registered as an adviser: 2024 (2 years).
Planning areas mentioned in the brochure
- Retirement planning
- Tax planning
- Estate planning
- College planning
- Insurance analysis
- Charitable giving
Firm details from Form ADV
- How the firm is paid
- Fixed or flat fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 1% a year
- Clients
- 159
- Employees
- 7
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, pension consulting, and other services
- Assets managed
- $392,668,358
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 331349
- Phone
- (503) 937-7819
Can advise clients in 6 states: California, Georgia, Montana, Oregon, Texas, Washington
Other planners in Lake Oswego that publish fees
- Aegis Financial AdvisoryLake Oswego$250/hr, $500
- Aerodigm Wealth LLCLake Oswego$225-$355/hr
- Cascara Financial Planning LLCLake Oswego$275/hr, $1,500
- Cedar Mountain Advisors, LLCLake Oswego$300/hr, $500/yr
- Foster & Wood, Inc.Lake Oswego$4,000-$100,000
- Greenbridge Investment Management, LLCLake Oswego$175/hr, $1,000-$5,000
Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.