Bryan Kaufman
Paradigm Wealth Management · Bridgewater, New Jersey
Bryan Kaufman is a fee-only financial advisor at Paradigm Wealth Management in Bridgewater, New Jersey. Bryan focuses on retirement planning. Paradigm Wealth Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Who they serve
- Pre-retirees
Facts
| Firm | Paradigm Wealth Management |
|---|---|
| Based in | Bridgewater, New Jersey |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Accepting new clients | Yes |
| Assets under management | $201.2M across 948 accounts |
| SEC registration | Investment adviser representative in NJ, TX · CRD 7514688 |
| Exams passed | Series 65 (2022) |
| Firm size | 14 employees |
| Disclosures | None reported |
| Website | www.pwm.us.com |
How Bryan's firm compares
- Paradigm Wealth Management's average account is about $212,000, from its Form ADV (assets managed divided by 948 accounts).
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Questions about Bryan
Is Bryan Kaufman a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Bryan holds no broker registration, and Paradigm Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Bryan charge for financial advice?
Bryan's firm, Paradigm Wealth Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Bryan Kaufman based?
Bryan Kaufman is based in Bridgewater, New Jersey.
What does Bryan specialize in?
Bryan's specialties include retirement planning. Bryan works with pre-retirees.
Is Bryan Kaufman registered with the SEC?
Yes. Bryan Kaufman is registered as an investment adviser representative in NJ and TX (CRD 7514688), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Paradigm Wealth Management manage?
Paradigm Wealth Management reports $201.2M across 948 accounts in assets under management.
How do I contact Bryan Kaufman?
Through Bryan's website, www.pwm.us.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Paradigm Wealth Management website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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