PARAGON FINANCIAL ADVISORS
SEC RegisteredWealth Management You Can Trust, Built on Proven Expertise
About the firm
Paragon Advisors, LLC is a fee-only, independent investment advisory firm guided by a team approach and a philosophy established since 2007. Their advisors hold credentials including CFA® and CFP® and bring more than 120 years of combined experience. They provide financial planning and investment management services to families, institutions, and small business owners.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Financial planning (including retirement projections, estate and tax strategies) and investment management (tailored portfolios with access to public and private investments, cost-conscious and tax-efficient), coordinating with tax and legal professionals.
Who they serve
Households with $1 million or more in investable assets, institutions (retirement plans, deferred compensation programs, endowments, and corporate accounts), and small business owners.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 185 | $79M |
| High Net Worth Individuals | 252 | $871M |
| Charitable Organizations | 14 | $47M |
| State/Municipal Entities | 6 | — |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
11 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| First $2,000,000 | 1.20% |
| $2,000,001 to $5,000,000 | 1.00% |
| $5,000,001 to $10,000,000 | 0.75% |
| Over $10,000,001 | 0.50% |
Data as of March 6, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. PARAGON FINANCIAL ADVISORS 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.