Panoramic Financial Planning fees and pricing
Financial planner in Carmel, Indiana. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated March 25, 2026, Panoramic Financial Planning charges a flat or project fee of $4,000-$10,000, a monthly fee of $200, and a quarterly fee of $600 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 25, 2026. Fees can change, so confirm with the firm before you hire them.
- Flat or project fee
- $4,000-$10,000
“The fee for development of a Comprehensive Financial Plan ranges from $4,000 - $10,000, depending on the complexity of the Client’s financial situation.”
- Monthly fee
- $200/mo
“The minimum ongoing fee is $200 per month or $600 per quarter.”
- Quarterly fee
- $600/qtr
From the same sentence as above.
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Panoramic Financial Planning bills
Payment and refund terms, quoted from the fee section of the brochure.
- “The remainder is due upon delivery of the financial plan.”
- “The client may choose monthly or quarterly payments, made in advance.”
- “Payments may be made by electronic funds transfer or by check.”
How Panoramic Financial Planning’s fees compare
- Its flat or project fee of $4,000-$10,000 spans the Indiana median of $5,000. 75% of the 84 other Indiana planners that publish a flat or project fee charge less.
- 3 of the 6 other planners in Carmel that publish a flat or project fee charge less.
About Panoramic Financial Planning
- Solo practice: one person runs the firm, so you work directly with the planner.
- Credentials named in the brochure: CFP®.
- Registered as an adviser: 2016 (10 years).
Planning areas mentioned in the brochure
- Retirement planning
- Tax planning
- Estate planning
- Business owners
- 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
- Highest asset based fee in brochure
- 0.75% a year
- Minimum
- $250 minimum fee (stated in brochure)
- Clients
- 12
- Employees
- 1
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, selecting other advisers, and educational seminars and workshops
- Assets managed
- $23,035,746
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 282461
- Phone
- (317) 600-3552
Other planners in Carmel that publish fees
- Catalyze Wealth ManagementCarmel$4,800-$15,000/yr
- Circle City Wealth Management LLCCarmel$500-$5,000
- Fortitude Private WealthCarmel$300/hr, $3,000-$10,000
- Fortress Capital AdvisorsCarmel$7,500-$15,000/yr
- Integrated Investment Strategies,inc.Carmel$3,500/yr
- Keystone Financial Advisory, LLCCarmel$180/hr
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.