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Shannon Yarbrough

14 Years of Experience
Overland Park, KS

Shannon Yarbrough is a registered investment advisor at Paragon Capital Management LLC, based in Overland Park, KS, with 14 years of industry experience. Shannon operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 2 more. Their firm serves 350 clients with $740M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
8 advisors
Number of Clients
350 clients
Average Client Portfolio
$2.1M average
Assets Under Management
$739.8M

Fee Structure

Minimum Investment:$500K
Planning is included in investment management
Minimum Annual Fee:$2,500
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.00%

Fees may be negotiated for larger accounts.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

9200 Indian Creek Pkwy, Suite 600, Overland Park, KS, 66210

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Paragon Capital Management LLC
October 2020 - Present · 5 yrs 6 mos
Previous Registrations
Frontier Wealth Management, LLC
November 2014 - October 2020 · 5 yrs 11 mos
Yukon Wealth Management, INC.
November 2012 - November 2018 · 6 yrs
Creative Planning
September 2012 - November 2012 · 2 mos
Yukon Wealth Management, INC.
July 2012 - September 2012 · 2 mos
Wells Fargo Advisors, LLC
June 2008 - May 2009 · 11 mos
State Registrations2 states
FLKS
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Shannon Yarbrough - Financial Advisor | TrueAdvisor