Carissa Steffler
Paragon Advisors · College Station, Texas
Carissa Steffler is a fee-only financial advisor at Paragon Advisors in College Station, Texas. Carissa charges a percentage of assets (a $1,000,000 asset minimum) and focuses on retirement planning, estate & legacy planning and small business owners.
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Specialties
Facts
| Firm | Paragon Advisors |
|---|---|
| Based in | College Station, Texas |
| Fee model | Percentage of assets |
| Fees (firm's website) | A $1,000,000 asset minimum |
| Assets under management | $1.05B across 2,696 accounts |
| SEC registration | Investment adviser representative in TX · CRD 8323601 |
| Exams passed | Series 65 (2026) |
| Firm size | 17 employees |
| Disclosures | None reported |
| Website | paragon-adv.com |
How Carissa's firm compares
- Paragon Advisors's average account is about $388,000, from its Form ADV (assets managed divided by 2,696 accounts).
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Questions about Carissa
Is Carissa Steffler a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Carissa holds no broker registration, and Paragon Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Carissa charge for financial advice?
Carissa charges a percentage of assets.
How much does Carissa charge?
According to Paragon Advisors's website, checked October 30, 2026: a $1,000,000 asset minimum.
Where is Carissa Steffler based?
Carissa Steffler is based in College Station, Texas.
What does Carissa specialize in?
Carissa's specialties include retirement planning, estate & legacy planning, small business owners and tax planning.
Is Carissa Steffler registered with the SEC?
Yes. Carissa Steffler is registered as an investment adviser representative in TX (CRD 8323601), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Paragon Advisors manage?
Paragon Advisors reports $1.05B across 2,696 accounts in assets under management.
How do I contact Carissa Steffler?
Through Carissa's website, paragon-adv.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in College Station
Other advisors in Texas who focus on retirement planning
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Paragon Advisors website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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