Paragon Financial Advisors
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$113,000,000
Clients
36
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
36
HighAverage account size
$3,138,889
About
Paragon Financial Advisors provides comprehensive financial planning and investment advisory services for individuals and families, addressing retirement planning, tax and estate planning, risk management, and small‑business planning. The firm offers ongoing retainer engagements as well as limited‑scope financial reviews and hourly consultations to match varying client needs.
Investment guidance is tailored around each client’s tax situation, risk tolerance and financial goals, with portfolios typically constructed from no‑load mutual funds, ETFs, government securities and individual bonds. Portfolio management is delivered on a non‑discretionary basis—recommendations are implemented only with client approval—and the firm operates on a fee‑only model without performance‑based compensation.
Distinctive features include a primary reliance on non‑discretionary relationships together with fixed retainer, flat‑fee review and hourly billing arrangements rather than charging a percentage‑of‑assets. The firm manages approximately $113 million for a relatively small client base, does not take custody or vote proxies for clients, and can include tax preparation and planning services as part of its offerings.
Client services
Financial planning
Portfolio management
Expertise
General retirement planning
General tax planning
Cash flow / budgeting
Fee options
Financial Review fees range from $900 to $5,000 as a flat amount; Open Retainer is a flat annual fee from $4,000 to $30,000 first year
Hourly Consultation billed at $390 per hour
Minimum fee: Open Retainer fee ranges from $4,000 to $30,000 in the first year; $4,000 to $24,000 for renewal years Fee-only: Fee-only financial advisory firm compensated solely by professional fees; no commissions or third-party compensation
Main office location
Paragon Financial Advisors
831 Beacon St, Suite 320
Newton MA 02459, United States
Number of offices
1
Most active in
Paragon Financial Advisors has reported serving >5 clients in these states in the last 12 months.
Massachusetts
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 not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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