Paragon Financial Advisors

RIASEC RegisteredEst. 2007

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 organized as an LLC and operating since 2007. The firm positions itself as a fee-based wealth manager and capital allocator serving both high-net-worth individuals and families as well as institutional clients. Its compensation combines percentage-of-AUM fees and fixed-fee arrangements. Advisory capabilities listed by the firm include comprehensive financial planning, discretionary portfolio management for individuals, small businesses and institutions, selection of outside managers, and investor education through publications and seminars. Paragon does not identify as an active ESG investor and is not registered as a multi-state adviser.