Panoramic Financial Management fees and pricing

Financial planner in Burnsville, Minnesota. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated January 22, 2026, Panoramic Financial Management charges $200 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed January 22, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate: $200/hr; “Types of Fees and Payment Schedule Financial Planning Services Financial planning clients will be assessed an hourly fee at the rate of $200 per hour; billed in six-minute increments, and a partial increment will be treated as a whole increment.”

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

“Published fees may be discounted at the discretion of our firm but they are not negotiable.”
“Hourly services engagements lasting more than a calendar quarter may be billed at the end of each month for services rendered during that period.”
“Financial planning fees are to be paid by check from US-based financial institutions.”

Its hourly rate of $200 is below the Minnesota median of $263. 17% of the 115 other Minnesota planners that publish an hourly rate charge less.

Solo practice: one person runs the firm, so you work directly with the planner.
Credentials named in the brochure: CFP® and CPA.
Registered as an adviser: 2016 (10 years).

How the firm is paid: Hourly fees, percentage of assets under management
Charges a % of assets: Yes
Highest asset based fee in brochure: 1% a year
Employees: 1
Services reported to regulators: Financial planning and portfolio management for individuals and small businesses
Assets managed: $18,754,000
Registered with: State securities regulators
Disciplinary disclosures: None reported
SEC CRD number: 285416
Phone: (952) 564-8940

Is something on this page wrong or out of date?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.