Paradigm Investment Advisory LLC

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Client assets under management

Clients

Advisors

of 2 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

Very Low

Average account size

—

About

Paradigm serves individual investors (the firm says it typically engages clients with investable net worth over $500,000), as well as pension plans, corporations, trusts and other entities. Its core services include fee-based financial planning and consulting, retirement plan consulting for small to mid-sized qualified plans (often 10–50 participants), and acting as a solicitor/referral source to unaffiliated third‑party money managers.

The firm’s work emphasizes written financial plans, retirement and college‑savings projections, periodic investment and insurance reviews, and manager due diligence rather than in‑house active security selection. Paradigm does not take custody of client assets or exercise investment discretion for client accounts, and planning fees are typically flat and invoiced directly rather than debited from custodial accounts.

Notably, principals of the firm serve as sponsors and managers of privately offered conduit investment funds (e.g., Acquire Investments and related funds) and operate several affiliated investment entities, an arrangement the brochure discloses alongside other outside business activities. The brochure also discloses that related persons sell insurance and that recommendations may lead to implementation by related parties, which could create conflicts of interest that clients should consider.

Client services

Financial planning Portfolio management Pension consulting Selection of other advisers Consulting

Expertise

Retirement income strategy College savings (529s, UTMA, etc.) Wealth management Trust structures (GRAT, IDGT, revocable)

Occupation focus

Founder/Business Owner Retired

Fee options

Fixed

Financial planning fees are flat fees typically between $1,000 and $5,000.

Project-based

Retirement plan services may be billed at predetermined hourly rates; fees are negotiable and disclosed in client agreements.

Other

Account minimum: $500,000 Minimum fee: Financial planning fees are flat fees typically between $1,000 and $5,000. Fee-only: Fees are based on flat fees and hourly charges; financial planning fees billed directly and not deducted from accounts.

Main office location

Paradigm Investment Advisory LLC

1611 Suite A, Akron Peninsula Rd

Akron OH 44313, United States

Number of offices

Most active in

Ohio

Disclosures

Business activities & affiliations

Is active or affiliated with:

Fund sponsor

They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.

Is not active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

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.

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.

Forms ADV

Form ADV Part 2: Client Brochure

Quick links

330-475-1690

Advisors at this firm

William M

CFP®, ChFC®, Series 63

Akron, OH

Paradigm Investment Advisory LLC

William Manby is a CFP® and ChFC® with 24 years of industry experience. He is affiliated with Paradigm Investment Advisory LLC and has held roles at Simplicity Wealth LLC, Paradigm Holdings LLC, OnPointe Advisory and Financial Services, LLC, and Manby Financial Strategies, Inc. He is also a licensed fixed insurance agent. Paradigm Investment Advisory provides fee-based investment advisory and financial planning services to both individual and institutional clients, focusing on manager due diligence, asset allocation, and fundamental analysis while relying on third-party money managers for security selection. The firm also sponsors multiple privately offered conduit investment funds and offers retirement-plan fiduciary and administrative support.

Retirement income strategy College savings (529s, UTMA, etc.) Wealth management Trust structures (GRAT, IDGT, revocable) Founder/Business Owner Retired

William M

ChFC®, Series 63

Akron, OH

Paradigm Investment Advisory LLC

William Manby Jr. is a financial advisor at Paradigm Investment Advisory LLC with over 32 years of industry experience. He holds the ChFC® designation and Series 63 license. Manby has held leadership roles in several related entities, including Paradigm Equity Strategies LLC, where he serves as president and CEO. He is active in community organizations such as the Akron Rotary Club and the Akron Community Foundation. Paradigm Investment Advisory provides fee-based investment advisory and financial planning services to individuals and institutional clients, including pension plans, trusts, and charitable foundations. The firm emphasizes third-party money manager due diligence, asset allocation, and fundamental analysis, and manages multiple privately offered conduit investment funds.

Retirement income strategy College savings (529s, UTMA, etc.) Wealth management Trust structures (GRAT, IDGT, revocable) Founder/Business Owner Retired

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