Pantheon Wealth Planning
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$0
Clients
26
Advisors
2
of 6 employees
About
Pantheon Wealth Planning provides written financial planning and consulting services to individuals, high‑net‑worth clients, medical professionals, and business entities, offering both initial one‑time plans and an ongoing "Concierge" planning service. Its planning scope includes retirement, tax, estate and insurance planning as well as business planning topics such as entity setup, executive benefit plans, and group retirement/health plans.
The firm’s advisory model is planning‑centric rather than asset‑management oriented: written plans typically do not include implementation or active monitoring of client accounts, and clients remain responsible for executing recommendations. Concierge clients receive periodic meetings and plan updates, and the firm employs fundamental analysis when addressing investment‑management topics but does not take custody of or discretionary control over client assets.
The brochure discloses that the firm’s advisers are also licensed insurance agents and registered representatives who can implement recommendations through LPL Financial and receive commissions or other third‑party compensation, a potential conflict of interest that is disclosed to clients. Pantheon also differs from many peers by not using percentage‑of‑AUM fees and by limiting its services to planning and consulting rather than providing portfolio management or custody.
Client services
Expertise
Fee options
Fixed fees generally from $1,900 minimum up to $15,000 maximum for financial planning and concierge services
Investment advisor representatives receive commissions from LPL Financial and insurance product sales
Hourly fees ranging from $350 to $600 per hour
Concierge Services offered under annual fixed fee arrangements ranging from $1,900 to $15,000
Minimum fee: Minimum fee generally $1,900 for fixed fee services; minimum $3,500 for hourly one-time financial planning Fee-only: Hourly fees ranging from $350 to $600 per hour; Fixed fees ranging from $1,900 to $15,000
Main office
1798 Technology Drive, Suite 200
San Jose CA 95110
Advisors at this office
2
Most active in
California
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
Advisors at this firm
Sheri P
CFP®, Series 66
San Jose, CA
Pantheon Wealth Planning
Sheri Pan is a CFP® and holds a Series 66 license with 23 years of industry experience. She founded Pantheon Wealth Planning in 2013 and has also been affiliated with LPL Financial since 2009. In addition to her advisory work, she acts as an agent selling fixed life, disability, and health insurance products. Pantheon Wealth Planning provides written financial planning and consulting services to individuals, high-net-worth clients, medical professionals, and business entities. The firm focuses on planning rather than asset management, offering both one-time and ongoing concierge planning services that cover retirement, tax, estate, insurance, and business planning topics.
Kyle C
CFP®, Series 63
San Jose, CA
Pantheon Wealth Planning
Kyle Chuang is a CFP® with 18 years of industry experience, currently serving as the sole advisor at Pantheon Wealth Planning in San Jose, CA. He previously worked at Farmers Insurance Group and Farmers Financial Solutions for 19 years. Outside of his advisory role, he operates an insurance agency under KC & Associates Insurance Agency. Pantheon Wealth Planning provides written financial planning and consulting services to individuals, high-net-worth clients, medical professionals, and business entities. The firm focuses on planning rather than asset management, offering both one-time and ongoing concierge planning services without discretionary control over client assets.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")