Panos Financial Partners, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$42,000,000
Total clients
71
0% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
71
Average account size
$591,549
About
Panos Financial Partners provides ongoing portfolio management and investment supervisory services to individuals, high‑net‑worth clients, and pension or profit‑sharing plans, tailoring Investment Policy Statements to each client’s goals, tax situation, time horizon, and documented risk tolerance. The firm acts with discretionary authority on managed accounts and delivers regular monitoring and custodial account reporting to clients.
The firm’s investment approach draws on multiple methods of analysis — including fundamental, technical, charting, and cyclical analysis — and employs a range of strategies from long‑term holdings to short‑term trading, short sales, margin, and options writing. Client portfolios are constructed and monitored according to the written Investment Policy Statement, and PFP may aggregate trades and seek custodial relationships aimed at best execution.
A distinctive feature is that the firm’s principal is also a licensed insurance agent and, at times, offers commissionable insurance products to clients, a relationship the brochure identifies as a potential conflict of interest and that the firm documents and discloses to clients (clients are not required to purchase through the firm). The brochure also notes the firm’s limited custody arrangement for fee deduction and that it receives research or other soft‑dollar benefits from its recommended custodian, practices that may be less common among peers.
Client services
Portfolio management
Expertise
Active portfolio management
Options & derivatives strategies
Fee options
1.50% annually
Minimum fee: $50 fixed annual fee
Main office location
Panos Financial Partners, LLC
121 Portland Street, Unit 1004
Boston MA 02114, United States
Number of offices
1
Most active in
Panos Financial Partners, LLC has reported serving >5 clients in these states in the last 12 months.
Massachusetts
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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