Paragon Financial Partners
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Paragon provides wealth management and investment advisory services to individuals, high‑net‑worth clients, estates, trusts, and corporations. Services include discretionary and non‑discretionary portfolio management, comprehensive financial planning and consulting, and, on a limited basis, trustee services.
The firm’s investment approach is primarily long‑term and grounded in fundamental analysis, and portfolios are customized across exchange‑listed securities, ETFs, mutual funds, alternatives, and other instruments. Paragon discloses that it may employ short‑term margin borrowings and options (derivatives) in separately managed accounts and monitors those positions through its internal due‑diligence and risk‑review processes.
Noteworthy for a supported firm, Paragon manages over $329 million in client assets with a two‑person advisory team while also accepting trustee roles and, in certain situations, custody of client accounts—arrangements that trigger annual surprise examinations. The firm also discloses that supervised persons hold insurance licenses and provides specialized planning services such as divorce financial planning and negotiation support, which broaden its service mix relative to many peers.
Client services
Expertise
Fee options
Fixed fees range from $3,500 to $100,000 for financial planning and consulting services.
$0 - $1,000,000: 1.25% annually $1,000,001 - $3,000,000: 1.00% annually $3,000,001 - $6,000,000: 0.85% annually $6,000,001 - $10,000,000: 0.75% annually $10,000,001+: 0.65% annually
Insurance commissions earned by Advisory Persons are separate and in addition to advisory fees.
Hourly fees up to $500 for financial planning and consulting services.
Account minimum: $1,000,000 Minimum fee: $15,000 annually minimum fee for wealth management services. Fee-only: Hourly fees up to $500; fixed fees from $3,500 to $100,000 for financial planning and consulting services.
Main office
5850 Canoga Avenue, Suite 400
Woodland Hills CA 91367
Advisors at this office
2
Most active in
California · Texas
Also doing business as
Paragon Financial Partners · Paragon Financial Partners, Inc.
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
Elean M
Series 63, Series 65
Woodland Hills, CA
Paragon Financial Partners
Elean Mendoza is a financial advisor at Paragon Financial Partners with 13 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Paragon since 2014. Paragon Financial Partners serves individuals, high-net-worth clients, estates, trusts, and corporations by providing wealth management, financial planning, portfolio management, and trustee services. The firm employs a primarily long-term investment approach grounded in fundamental analysis and is notable for its use of borrowing and derivatives in separately managed accounts.
Evan S
CFP®, Series 63, Series 65
Woodland Hills, CA
Paragon Financial Partners
Evan Shorten is a CFP® professional with 26 years of industry experience, currently serving at Paragon Financial Partners since 2011. He has prior experience with JVIF, LLC and operates A Very Shorten Production, a marketing and public relations consulting firm. Outside of advisory work, he is involved in independent insurance sales. Paragon Financial Partners serves individuals, high-net-worth clients, estates, trusts, and corporations, offering wealth management, portfolio management, financial planning, and occasional trustee services. The firm employs a primarily long-term investment approach based on fundamental analysis and is notable for its use of margin and options in separately managed accounts.
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