The Panopoulos Group fees and pricing

Financial planner in Inverness, Illinois. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated October 28, 2022, The Panopoulos Group charges $200 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed October 28, 2022. Fees can change, so confirm with the firm before you hire them.

Hourly rate: $200/hr; “Financial Planning fee is an hourly rate of $200.00 per hour, depending on complexity.”

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

“Advisory fees are directly debited from client accounts, or the client may choose to pay by check.”
“An account may be terminated with written notice at least 30 calendar days in advance.”
“Since fees are paid in arrears, no rebate will be needed upon termination of the account.”

Its hourly rate of $200 is below the Illinois median of $273. 13% of the 215 other Illinois planners that publish an hourly rate charge less.

Principal: George Panopoulos
Solo practice: one person runs the firm, so you work directly with the planner.
Registered as an adviser: 2017 (9 years).

How the firm is paid: Hourly fees, percentage of assets under management
Charges a % of assets: Yes
Highest asset based fee in brochure: 2% a year
Employees: 1
Services reported to regulators: Financial planning and portfolio management for individuals and small businesses
Registered with: State securities regulators
Disciplinary disclosures: None reported
SEC CRD number: 287552
Website: thepanopoulosgroup.com (opens in new tab)
Phone: (630) 607-9171

Is something on this page wrong or out of date?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