Paragon Financial Advisors

RIASEC Registered

Total AUM

$1B

Discretionary

$1B

100% of AUM

Avg account

$388K

Accounts

2,696

Employees

Advisory reps

Firm details

Headquarters: College Station, Texas
CRD number: 143721
Registered since: May 16, 2007
Website: paragon-adv.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Fixed Fees
Client types: HNWI83.3%
Individuals7.6%
Charitable Organizations4.55%
Pension & Profit Sharing Plans4.52%
Corporations / Businesses0.04%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other AdvisersPublication of PeriodicalsEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Paragon Financial Advisors is an independent registered investment adviser that markets itself to both individual and institutional clients. The firm is SEC-registered (initial registration 2007) and operates as a limited liability company with ownership split between a domestic entity and individuals. Its advisory services include financial planning, portfolio management for individuals, small businesses and institutions, selection of other advisers, publication of periodicals/newsletters, and educational seminars. Paragon charges fees based on a percentage of assets under management and through fixed-fee engagements. The firm does not identify as an active ESG investor.