Stephen Shannon
Panteles Advisors · Argyle, Texas
Stephen Shannon is a fee-only financial advisor at Panteles Advisors in Argyle, Texas. Panteles Advisors reports charging a percentage of assets and performance-based fees on its Form ADV.
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Facts
| Firm | Panteles Advisors |
|---|---|
| Based in | Argyle, Texas |
| Fee model (firm's Form ADV) | Percentage of assets · Performance-based fees |
| Assets under management | $108.2M across 106 accounts |
| SEC registration | Investment adviser representative in TX · CRD 3274987 |
| Exams passed | Series 63 (2000) · Series 65 (2022) |
| Firm size | 4 employees |
| Disclosures | None reported |
| Profile |
How Stephen's firm compares
- Panteles Advisors's average account is about $1.0 million, from its Form ADV (assets managed divided by 106 accounts).
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Questions about Stephen
Is Stephen Shannon a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Stephen holds no broker registration, and Panteles 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's firm, Panteles Advisors, reports charging a percentage of assets and performance-based fees on its SEC Form ADV.
Where is Stephen Shannon based?
Stephen Shannon is based in Argyle, Texas.
Is Stephen Shannon registered with the SEC?
Yes. Stephen Shannon is registered as an investment adviser representative in TX (CRD 3274987), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Panteles Advisors manage?
Panteles Advisors reports $108.2M across 106 accounts in assets under management.
How do I contact Stephen Shannon?
Contact details aren't on file yet. Search for Panteles Advisors.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Argyle
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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