Sheri Pan

Pantheon Wealth Planning offers ongoing consulting services known as Concierge Services for clients who already have a written financial plan. This service provides regular meetings and plan updates as life events occur, such as starting a company, changing jobs, or shifting family dynamics.

• Annual Fixed Fee — Ranging from $1,900 to $15,000 per year, depending on the complexity of your situation and the specific advisor you work with. Payments can be made upfront, semi-annually, or quarterly.
• Hourly Rate — Available less commonly, ranging from $350 to $600 per hour.

• One-Time Financial Plan or Consultation — Fixed fees typically range from $1,900 to $15,000, depending on the complexity of your situation.
• Hourly Financial Planning — Ranging from $350 to $600 per hour, with an estimated total cost provided before work begins.