Paragon Investing, LLC logo

Paragon Investing, LLC

Updated today

Client assets under management

$133,500,000

Clients

175

35% high-net worth

Advisors

3

of 3 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

58

Typical

Average account size

$762,857

About

Paragon Investing provides discretionary and non-discretionary portfolio management, financial planning, and advisory services to individuals, high-net-worth clients, other investment advisers, and businesses. The firm’s brochure notes managed account programs and assets-under-advisement services, and discloses account minimums for access-only and full-service relationships.

The firm’s investment approach is tailored to client objectives, time horizon, and risk tolerance and draws on asset allocation, dollar-cost averaging, technical and fundamental analysis, and mutual fund/ETF selection. Paragon explicitly discusses use of interval and other restricted-access funds, potential tax and liquidity implications, and the firm’s goal of preserving long-term purchasing power while limiting uncompensated risks.

Noteworthy distinctions in the brochure include an explicit client segment of other investment advisers (an uncommon client type) and detailed procedures for handling restricted-access investments, including fee treatment and delayed termination while awaiting redemptions. The brochure also references the firm’s recent SEC registration, lists public materials (including performance presentations) and discloses reliance on third‑party service providers that use AI/machine‑learning, with periodic due diligence to mitigate related risks.

Client services

Financial planning Portfolio management

Expertise

Annuities

Fee options

Fixed

Fixed fees for financial planning projects range from $1,000 to $10,000 per project

Percentage

$0 - $1,000,000: 1.00% $1,000,000 - $2,000,000: 0.90% $2,000,000 - $3,000,000: 0.80% $3,000,000 - $4,000,000: 0.70% $4,000,000 - $5,000,000: 0.60% $5,000,000 - $10,000,000: 0.50% $10,000,000 - $25,000,000: 0.40% $25,000,000 - $50,000,000: 0.30% $50,000,000 - $100,000,000: 0.20% $100,000,000+: 0.10%

Project-based

Hourly fees for financial planning range from $100 to $250 per hour

Other

Account minimum: $100,000.00 minimum account size to open and maintain an access only advisory account and a $300,000.00 minimum account size to open and maintain a full service account Fee-only: Financial planning services charged via fixed fees ranging from $1,000 to $10,000 per project, or hourly fees ranging from $100 to $250 per hour

Main office location

Paragon Investing, LLC

Royal Oak MI, United States

Number of offices

3

Most active in

California · Louisiana · Michigan · Missouri

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

Corey W

Series 65

Royal Oak, MI

Paragon Investing, LLC

Corey Wangler is a Series 65 licensed financial advisor at Paragon Investing, LLC with seven years of industry experience. His prior roles include positions at Sunpointe, LLC, where he served on the investment committee, and Mercer Investment Consulting, LLC. Paragon Investing provides investment advisory and financial planning services to individuals, high-net-worth clients, other investment advisers, and businesses. The firm tailors advice based on client objectives and employs a range of investment strategies, including asset allocation, fundamental and technical analysis, and the use of both liquid and restricted-access funds.

Annuities
user avatar

Austin C

Series 65

Royal Oak, MI

Paragon Investing, LLC

Austin Cavanaugh is a financial advisor at Paragon Investing, LLC with one year of experience at the firm. He holds a Series 65 designation and previously worked for Prospect Capital Restaurants and Little Caesars Enterprises, where he spent ten years. Paragon Investing provides investment advisory and financial planning services to individuals, high-net-worth clients, other investment advisers, and businesses. The firm manages client portfolios using asset allocation, dollar-cost averaging, fundamental and technical analysis, and a range of investment vehicles including mutual funds, ETFs, and less liquid interval funds.

Annuities
user avatar

Jonathan C

CFP®, Series 65

Royal Oak, MI

Paragon Investing, LLC

Jonathan Carender is a CFP® and holds a Series 65 license, currently serving as a financial advisor at Paragon Investing, LLC with six years at the firm and five years of total industry experience. Prior to joining Paragon Investing in 2020, he worked at Scio Software and TKS Industrial Company. Paragon Investing provides investment advisory and financial planning services to individuals, high-net-worth clients, other investment advisers, and businesses. The firm employs a tailored approach using asset allocation, dollar-cost averaging, fundamental and technical analysis, and a range of investment vehicles including mutual funds, ETFs, and restricted-access funds.

Annuities
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