Pantheon Wealth Planning provides financial planning and consulting services to help clients understand their financial situation and set financial objectives. They offer initial or one-time financial planning, as well as ongoing "Concierge Services" for continuous support and plan updates. Pantheon Wealth Planning does not manage investments directly, but can refer clients to LPL Financial for implementation.
Fee Structure
Pantheon Wealth Planning offers ongoing "Concierge Services" for a fixed annual fee, ranging from $1,900 to $15,000. These services include meetings and communication throughout the year to discuss financial planning issues and update the written financial plan as needed.
Pantheon Wealth Planning offers one-time financial planning services for a fixed fee between $1,900 and $15,000. They also offer hourly consultations at a rate of $350 to $600 per hour. The financial plans cover areas like tax strategies, investment management, retirement planning, education funding, insurance, and estate planning.