Kelli Ellison is a registered investment advisor at Panoramic Financial Planning, based in Carmel, IN, with 11 years of industry experience. Kelli operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 4 more. Their firm serves 13 clients with $22M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.75% |
| $1.0M - $2.0M | 0.65% |
| $2.0M - $3.0M | 0.55% |
| $3.0M - $5.0M | 0.45% |
| $5M+ | 0.35% |
Fees are negotiable. When an Outside Manager is used to manage some or all of a client’s investments, the Outside Manager’s fee is included in the advisory fee.
Fee Estimator
Contact
Kelli Ellison
Location
Carmel, IN
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Panoramic Financial Planning
Previous Registrations
Column Capital Advisors, LLC
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
Additional Information
Kelli Ellison, President of Panoramic Financial Planning, is a fee only financial planner in Carmel, Indiana. She created Panoramic Financial Planning because of her passion to help everyday people achieve their personal and financial goals. Kelli takes great pride in providing independent, holistic, unbiased financial advice customized for unique individuals and families like yours.