Pantheon Wealth Planning

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Client assets under management

Clients

100% high-net-worth

Advisors

of 6 employees

Firm type

Supported

1-4 advisors or >$200M in AUM

Clients per advisor

Very Low

Average account size

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

Financial planning

Expertise

General retirement planning Tax strategies for small businesses Business succession planning

Fee options

Fixed

Fixed fees generally from $1,900 minimum up to $15,000 maximum for financial planning and concierge services

Commissions

Investment advisor representatives receive commissions from LPL Financial and insurance product sales

Project-based

Hourly fees ranging from $350 to $600 per hour

Subscriptions

Concierge Services offered under annual fixed fee arrangements ranging from $1,900 to $15,000

Other

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 location

Pantheon Wealth Planning

1798 Technology Drive, Suite 200

San Jose CA 95110, United States

Number of offices

Most active in

California

Disclosures

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

Form ADV Part 2: Client Brochure

Quick links

Facebook Website 408-404-8282

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.

General retirement planning Tax strategies for small businesses Business succession planning

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.

General retirement planning Tax strategies for small businesses Business succession planning

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