Paradigm Advisors, LLC
SEC RegisteredHELPING YOU MAKE INFORMED FINANCIAL DECISIONS TO LEAD YOUR IDEAL LIFE.
About the firm
Paradigm provides fee-only financial planning and investment management, offering clients clarity and objectivity. Advisors do not collect commissions on any investments recommended, allowing for transparent advice with zero hidden fees. The firm values objectivity, integrity, and transparency.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Fee-only financial planning and investment management, including tax reduction strategies, investment optimization, retirement planning, college savings, insurance review, employee benefits and deferred compensation navigation, and holistic life planning.
Who they serve
Dual-career household families in their 30s or 40s earning $250,000 or more, parents with school-age children preparing for higher education costs while ensuring retirement is on track, and established executives at the officer or director level who need help navigating employer benefits such as stock options and deferred compensation.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 41 | $12M |
| High Net Worth Individuals | 41 | $118M |
| Investment Companies | 0 | — |
| Pooled Investment Vehicles | 0 | $0 |
| Pension/Profit Sharing Plans | 0 | $0 |
| Charitable Organizations | 0 | $0 |
| State/Municipal Entities | 0 | — |
| Insurance Companies | 0 | — |
| Sovereign Wealth Funds | 0 | — |
| Corporations | 0 | $0 |
6 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
3 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| First $500,000 | 0.75% |
| Next $1,000,000 | 0.60% |
| Next $1,500,000 | 0.50% |
| $3,000,000 and Above | 0.40% |
Data as of March 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Paradigm Advisors, LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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