PARAGON FINANCIAL ADVISORS
Firm details
- Headquarters
- NEWTON, Massachusetts
- CRD number
- 133856
- Fee structure
- Hourly Charges, Fixed Fees
- Client types
- Individuals100%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Paragon Financial Advisors is a sole-proprietorship independent registered investment adviser that serves individuals, families and small-business owners. The firm’s stated advisory services center on financial planning and portfolio management for individuals and small businesses. Fee arrangements are non-retainer asset-based models — the firm charges hourly and fixed fees rather than typical AUM-based ongoing percentages. Paragon is not positioned as a capital allocator or pension consultant, does not market itself as an ESG investor, and does not appear to operate as a multi-state advisory network.
Assets & Accounts
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Other50%
- Exchange Traded Equities20%
- State & Local Bonds20%
- Cash & Cash Equivalents10%
Contacts
1 of 1DANA LEVIT
Owner and PrincipalCRD 4551389
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
NEWTON, MA
MIDDLESEX
Location
NEWTON, MA
Headquartered in NEWTON, MA, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.
- Metro area
- Boston-Worcester-Providence, MA-RI-NH-CT
- Region
- Northeast
- County
- MIDDLESEX
- Address
- 831 Beacon St
- Time zone
- ET (UTC-5)
- Office locations
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