Evan Shorten
Evan Shorten is a CFP-designated registered investment advisor at Paragon Financial Partners, based in Woodland Hills, CA, with 26 years of industry experience. Evan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 1 more. Their firm serves 118 clients with $340M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $3.0M | 1.00% |
| $3.0M - $6.0M | 0.85% |
| $6.0M - $10.0M | 0.75% |
| $10M+ | 0.65% |
Minimum annual fee of $15,000. Fees may be negotiable. Trustee services are charged a flat asset-based fee up to 1% in addition to wealth management fees.
Fee Estimator
Location
5850 Canoga Avenue, Suite 400, Woodland Hills, CA, 91367
Get directionsHistory
Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Evan is an insurance agent for various independent insurance companies since 1997, dedicating minimal time to this. He also owns and consults for a marketing and public relations consulting firm since 2021, spending a few hours per week on this activity.
Employment History
Current Registrations
Paragon Financial Partners
Previous Registrations
Jvif, LLC
Cambridge Investment Research Advisors, INC.
Strategic Advisers, INC.
State Registrations2 states
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