William Tebeaux
Paragon Advisors · College Station, Texas
William Tebeaux is a fee-only financial advisor at Paragon Advisors in College Station, Texas, who holds the CFP and CFA credentials. William 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 · CFA |
| SEC registration | Investment adviser representative in TX · CRD 2210960 |
| Exams passed | Series 63 (1992) · Series 65 (1992) |
| Firm size | 17 employees |
| Disclosures | None reported |
| Website | paragon-adv.com |
How William'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 William
Is William Tebeaux a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: William 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 William charge for financial advice?
William charges a percentage of assets.
How much does William charge?
According to Paragon Advisors's website, checked October 30, 2026: a $1,000,000 asset minimum.
Where is William Tebeaux based?
William Tebeaux is based in College Station, Texas.
What does William specialize in?
William's specialties include retirement planning, estate & legacy planning, small business owners and tax planning.
What credentials does William Tebeaux hold?
William Tebeaux holds the CFP and CFA credentials.
Is William Tebeaux registered with the SEC?
Yes. William Tebeaux is registered as an investment adviser representative in TX (CRD 2210960), 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 William Tebeaux?
Through William'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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