Evan Shorten
Paragon Financial Partners · Woodland Hills, California
Evan Shorten is a fee-only financial advisor at Paragon Financial Partners in Woodland Hills, California, who holds the CFP credential. Paragon Financial Partners reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Paragon Financial Partners |
|---|---|
| Based in | Woodland Hills, California |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $329.6M across 513 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CA, TX · CRD 2844733 |
| Exams passed | Series 63 (1997) · Series 65 (1997) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | www.paragonpodcast.com |
| Profile |
How Evan's firm compares
- Paragon Financial Partners's average account is about $642,000, from its Form ADV (assets managed divided by 513 accounts).
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Questions about Evan
Is Evan Shorten a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Evan holds no broker registration, and Paragon Financial Partners reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Evan charge for financial advice?
Evan's firm, Paragon Financial Partners, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Evan Shorten based?
Evan Shorten is based in Woodland Hills, California.
What credentials does Evan Shorten hold?
Evan Shorten holds the CFP credential.
Is Evan Shorten registered with the SEC?
Yes. Evan Shorten is registered as an investment adviser representative in CA and TX (CRD 2844733), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Paragon Financial Partners manage?
Paragon Financial Partners reports $329.6M across 513 accounts in assets under management.
How do I contact Evan Shorten?
Through Evan's website, www.paragonpodcast.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Woodland Hills
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
- 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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