Paradigm Money Management, LLC logo

Paradigm Money Management, LLC

Updated today

Client assets under management

$0

Clients

150

0% high-net worth

Advisors

4

of 4 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

38

Low

Average account size

$0

About

Paradigm Money Management, LLC provides financial planning and retirement-plan advisory services to individuals and business entities, offering tiered planning engagements and 3(21) ERISA plan support. The firm does not manage client assets directly and generally acts as a planner and coordinator rather than a discretionary portfolio manager.

After gathering client information, Paradigm recommends third‑party managers (TPMs) or uses advisory platforms and monitors those managers’ alignment with client objectives, serving as a liaison between clients and TPMs. Rather than operating on a direct percentage‑of‑assets under management model, the firm relies on fixed planning fees and ongoing referral arrangements with TPMs and platform providers.

Noteworthy features include a public education program of seminars and fee‑based workshops, a focus on retirement-plan consulting in the 3(21) capacity, and a business structure in which the firm’s owner also operates an affiliated insurance agency (disclosed as a potential conflict of interest). These characteristics position Paradigm more as a planning and TPM‑referral practice with formal ERISA plan services than as a traditional in‑house portfolio manager.

Client services

Financial planning Pension consulting Selection of other advisers Educational seminars or workshops

Expertise

Charitable giving & philanthropy Business sale tax planning Retirement plans for business owners (SEP, solo 401k)

Occupation focus

Founder/Business Owner

Fee options

Fixed

Fixed fees for financial planning from $750 to $6,000 depending on service level

Percentage

$0 - $500,000: 1.30% to 1.65% total fees depending on strategy $500,001 - $1,000,000: 1.20% to 1.45% total fees depending on strategy $1,000,001 - $2,000,000: 1.05% to 1.30% total fees depending on strategy $2,000,001+: 0.90% to 1.10% total fees depending on strategy

Other

Account minimum: $5,000 Minimum fee: Financial planning fixed fees ranging from $750 to $6,000 depending on service level

Main office location

Paradigm Money Management, LLC

992 Old Eagle School Road, Suite 913

Wayne PA 19087, United States

Number of offices

4

Most active in

Arizona · Illinois · North Carolina · Oklahoma · Pennsylvania

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Abigail V

Series 63, Series 65

Wayne, PA

Paradigm Money Management, LLC

Abigail Vick is a financial advisor with Paradigm Money Management, LLC in Wayne, PA, holding Series 63 and Series 65 licenses and seven years of industry experience. She has worked at Paradigm Money Management and Paradigm Insurance Services since 2019, and previously at Simplicity Financial and Vick & Associates. Outside of her advisory roles, she has been involved with Nexus Athletic Club for eight years. Paradigm Money Management provides financial planning and retirement-plan advisory services to individuals and businesses, focusing on tiered planning engagements and 3(21) ERISA plan support. The firm acts primarily as a planner and coordinator, recommending and monitoring third-party managers rather than managing client assets directly.

Charitable giving & philanthropy Business sale tax planning Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner
user avatar

Donja C

Series 66

Tucson, AZ

Paradigm Money Management, LLC

Donja Cluff is a financial advisor at Paradigm Money Management, LLC with six years of industry experience. She holds a Series 66 designation and has worked at Paradigm since 2020. In addition to her advisory role, she is involved with Freedom Equity Group and United Financial Freedom as an insurance agent and investment-related agent, dedicating a significant portion of her time to these activities. Paradigm Money Management provides financial planning and retirement-plan advisory services to individuals and business entities, focusing on tiered planning engagements and 3(21) ERISA plan support. The firm acts primarily as a planner and coordinator, recommending third-party managers and advisory platforms rather than managing client assets directly.

Charitable giving & philanthropy Business sale tax planning Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner
user avatar

Kristin S

Series 66

Burr Ridge, IL

Paradigm Money Management, LLC

Kristin Sweis is a financial advisor at Paradigm Money Management, LLC with 17 years of industry experience. She holds the Series 66 designation and has previously worked at TD Ameritrade, Inc. and Spotlight Asset Group, Inc. before joining Paradigm in 2020. Paradigm Money Management provides financial planning and retirement-plan advisory services to individuals and business entities, focusing on tiered planning engagements and 3(21) ERISA plan support. The firm acts primarily as a planner and coordinator, recommending third-party managers and advisory platforms while monitoring their alignment with client objectives.

Charitable giving & philanthropy Business sale tax planning Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner
user avatar

Alicia S

Series 63, Series 65

Indian Trail, NC

Paradigm Money Management, LLC

Alicia Stingley is a financial advisor at Paradigm Money Management, LLC with six years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including UBS Financial Services and Alpha Investment Advisors. Outside of her advisory role, she is the owner of Allyn Financial LLC, a financial education business. Paradigm Money Management provides financial planning and retirement-plan advisory services to individuals and business entities, focusing on tiered planning engagements and 3(21) ERISA plan support. The firm acts primarily as a planner and coordinator, recommending third-party managers and advisory platforms rather than managing client assets directly.

Charitable giving & philanthropy Business sale tax planning Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner
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