Panoramic Financial Planning

Overview

Panoramic Financial Planning is a small, independent registered investment adviser that serves individual and family clients. The firm combines financial planning with discretionary portfolio management and acts as a capital allocator, selecting third‑party managers when appropriate. Core services include financial planning, portfolio management for individuals and small businesses, selecting outside advisers, and running educational seminars and workshops. The firm charges fees as a percentage of assets under management and also uses fixed fees for some engagements. Panoramic does not classify itself as an active ESG investor and is not a multi‑state adviser. Investment practice centers on pooled public funds and mutual fund sleeves as the primary building blocks of client portfolios, supplemented by allocations to external alternative managers in commodity and energy strategies. Given its size and service set, the firm appears to favor packaged funds and manager relationships over large-scale direct security selection or institutional strategies.

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Location & Offices