Daniel Stavale
Advisor at Paragon Retirement Planning, Inc.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Advisor at Paragon Retirement Planning, Inc.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Troy, MI 48083
Credentials
Series 63, Series 65
Industry experience
16 years
Daniel Stavale is a financial advisor at Paragon Retirement Planning, Inc. with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Paragon since 2016. He is also president of College Planning Solutions, LLC, a firm that assists college-bound students in selecting suitable colleges and obtaining scholarships. Paragon Retirement Planning serves individual and high-net-worth clients, managing approximately $50 million across about 125 relationships. The firm emphasizes tailored asset allocation through third-party sub-advisors and provides ongoing oversight without directly managing client portfolios.
Based on Paragon Retirement Planning, Inc.
Based on Paragon Retirement Planning, Inc.
Comprehensive written financial plan fixed fee ranging from $300 to $5,000
0.25% to 1.2% (Paragon's fee range)
Owner earns commissions from insurance product sales separate from advisory fees
Financial consulting services at $200/hour
Account minimum: $100,000 Minimum fee: Financial planning fixed fees range from $300 to $5,000; hourly consulting fee is $200/hour Fee-only: Financial planning services offered on fixed fee or hourly fee basis
200 East Big Beaver
Troy, MI 48083
Michigan
Paragon Retirement Planning, Inc.
2016 - Present (10 years)
Caitlin John, llc
2013 - 2016 (3 years)
College Planning Solutions, LLC
2002 - Present (24 years)
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Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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