R2 Wealth Management Partners
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$421,157,264
Total clients
737
12% high-net worth
Total advisors
2
of 8 employees
Firm size
Supported
1-3 advisors or $200M+ in AUM
Average clients per advisor
369
Average account size
$571,448
About
R2 Wealth Management Partners (doing business as Paradigm Wealth Management, LLC) provides ongoing asset management, written financial planning, and retirement plan services to individuals (including high-net-worth clients), pension and profit-sharing plans, trusts, estates, and corporations. Its service set includes discretionary portfolio management, variable annuity sub‑account management, modular and full written financial plans, and both fiduciary consulting and fiduciary management for workplace retirement plans.
The firm combines multiple analytical methods (fundamental, technical, cyclical, and charting) and uses tools such as eMoney Advisors and third‑party signal providers to tailor portfolios and execute sub‑account exchanges, with reviews at least quarterly. Paradigm/R2 offers discretionary authority with the ability for clients to impose reasonable restrictions, and it may employ margin (borrowing) and options contracts within separately managed accounts as part of its investment implementation.
Compared with peers, the firm publishes general newsletters for clients and prospective clients and periodically offers educational seminars or workshops — services the brochure notes are provided on an impersonal basis and are often free, though larger-group engagements may be billed. The brochure also discloses less-common operational features for a team firm: explicit use of derivatives and borrowing in managed accounts, provision of ERISA 3(38) fiduciary management for plans, and a temporary dual‑registration arrangement to transition representatives and client relationships to R2 Capital Strategies.
Client services
Expertise
Occupation focus
Fee options
Fixed fees for financial planning services ranging from $250 to $1,000
$0 - $1,000,000: 1.25% $1,000,001+: 1.00%
Investment adviser representatives may also sell insurance and receive commissions, which may offset advisory fees
$200 per hour for financial planning services
Minimum fee: $250 minimum for financial planning services Fee-only: Financial planning services charged hourly ($200/hour) or fixed fees ($250 to $1,000)
Main office location
R2 Wealth Management Partners
8101 O Street, Suite 301
Lincoln NE 68510, United States
Number of offices
3
Most active in
Arizona · California · Colorado · Florida · Illinois · Iowa · Kansas · Missouri · Nebraska · Nevada · North Carolina · Texas · Wisconsin
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
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.
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