Pantheon Wealth Planning

Overview

Pantheon Wealth Planning is an independent registered investment advisor operating as a corporation and owned by an individual. The firm’s public profile positions it more as a financial planning and insurance intermediary than as a traditional AUM-focused asset manager: advisory activities center on financial planning services and the firm is also registered as an insurance broker. Client segments listed include both individual & family and institutional relationships. Fee arrangements are non-AUM: the firm uses hourly and fixed-fee billing rather than percentage-of-assets. Pantheon identifies as not being a capital allocator and is not an active ESG investor. The adviser is not described as multi-state and is not newly formed.

Assets & Accounts

Investments & Alternatives

Location & Offices