Stephen McGee
Paragon Advisors · College Station, Texas
Stephen McGee is a fee-only financial advisor at Paragon Advisors in College Station, Texas, who holds the CFP credential. Stephen 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 |
| Credentials | CFP |
| SEC registration | Investment adviser representative in TX · CRD 6408895 |
| Exams passed | Series 63 (2015) · Series 65 (2015) |
| Firm size | 17 employees |
| Disclosures | None reported |
| Website | paragon-adv.com |
How Stephen'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 Stephen
Is Stephen McGee a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Stephen 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 Stephen charge for financial advice?
Stephen charges a percentage of assets.
How much does Stephen charge?
According to Paragon Advisors's website, checked October 30, 2026: a $1,000,000 asset minimum.
Where is Stephen McGee based?
Stephen McGee is based in College Station, Texas.
What does Stephen specialize in?
Stephen's specialties include retirement planning, estate & legacy planning, small business owners and tax planning.
What credentials does Stephen McGee hold?
Stephen McGee holds the CFP credential.
Is Stephen McGee registered with the SEC?
Yes. Stephen McGee is registered as an investment adviser representative in TX (CRD 6408895), 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 Stephen McGee?
Through Stephen's website, paragon-adv.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
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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