Paradise Advisor Group LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$8,000,000
Clients
19
0% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
19
LowAverage account size
$421,053
About
Paradise Advisor Group LLC is an independent registered investment adviser that provides discretionary wealth management, financial planning, and retirement-plan advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and employer-sponsored retirement plans. The firm operates under several DBAs — QE Wealth Management (integration of real estate into wealth management), Legacy Resource Group (trust and trustee-focused services), and Paragon Plan Services (retirement plan advisory) — to deliver these services.
The firm acts as a fiduciary and typically constructs diversified, primarily long-term portfolios using mutual funds, ETFs, and individual equities, applying both fundamental and technical analysis and an internal due diligence process. Accounts are monitored on an ongoing basis with formal reviews at least annually, and the firm generally manages client assets on a discretionary basis while using an institutional custodial relationship for execution and custody.
The firm’s practice includes two features that are uncommon among independent peers: the principal is a licensed insurance professional who may receive commission-based compensation for insurance product sales, and the firm provides ERISA-focused, non-discretionary retirement plan consulting and investment oversight through Paragon Plan Services. Additional distinguishing details include a small client base (about 19 clients and roughly $8 million in AUM), the use of specialized DBAs for niche services, and the principal’s involvement in a separate software business and holding of an Accredited Investment Fiduciary (AIF) designation.
Client services
Financial planning
Portfolio management
Pension consulting
Expertise
Wealth management
Real estate investing
Retirement plans for business owners (SEP, solo 401k)
General retirement planning
Fee options
$0 - $500,000: 1.50% $500,001 - $1,000,000: 1.25% $1,000,001 - $3,000,000: 1.00% $3,000,001 - $10,000,000: 0.75% $10,000,001+: 0.50%
Fee-only: Wealth management fees range from 0.50% to 1.50% based on tiered schedule; Retirement plan advisory fees up to 1.00% annually
Main office location
Paradise Advisor Group LLC
Portland OR, United States
Number of offices
1
Most active in
Paradise Advisor Group LLC has reported serving >5 clients in these states in the last 12 months.
Oregon · Washington
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
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.
Forms ADV
Quick links
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")