Advisor at Pantheon Wealth Planning
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Pantheon Wealth Planning
Location
San Jose, CA 95110
Credentials
CFP®, Series 66
Industry experience
23 years
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.
Based on Pantheon Wealth Planning
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
1798 Technology Drive, Suite 200
San Jose, CA 95110
California · Texas
Pantheon Wealth Planning
2013 - Present (13 years)
LPL Financial
2009 - Present (17 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
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.
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