Caleb Russell
Paragon Advisors · College Station, Texas
Caleb Russell is a fee-only financial advisor at Paragon Advisors in College Station, Texas, who holds the CFP credential. Caleb charges a percentage of assets (a $1,000,000 asset minimum) and focuses on retirement planning, estate & legacy planning and small business owners.
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Specialties
Facts
| Firm | Paragon Advisors |
|---|---|
| Based in | College Station, Texas |
| Fee model | Percentage of assets |
| Fees (firm's website) | A $1,000,000 asset minimum |
| Assets under management | $1.05B across 2,696 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in TX · CRD 6315328 |
| Exams passed | Series 63 (2015) |
| Firm size | 17 employees |
| Disclosures | None reported |
| Website | paragon-adv.com |
How Caleb's firm compares
- Paragon Advisors's average account is about $388,000, from its Form ADV (assets managed divided by 2,696 accounts).
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Questions about Caleb
Is Caleb Russell a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Caleb holds no broker registration, and Paragon Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Caleb charge for financial advice?
Caleb charges a percentage of assets.
How much does Caleb charge?
According to Paragon Advisors's website, checked October 30, 2026: a $1,000,000 asset minimum.
Where is Caleb Russell based?
Caleb Russell is based in College Station, Texas.
What does Caleb specialize in?
Caleb's specialties include retirement planning, estate & legacy planning, small business owners and tax planning.
What credentials does Caleb Russell hold?
Caleb Russell holds the CFP credential.
Is Caleb Russell registered with the SEC?
Yes. Caleb Russell is registered as an investment adviser representative in TX (CRD 6315328), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Paragon Advisors manage?
Paragon Advisors reports $1.05B across 2,696 accounts in assets under management.
How do I contact Caleb Russell?
Through Caleb's website, paragon-adv.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
- Paragon Advisors 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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