# Catherine Salsman

> Catherine Salsman is a fee-only financial advisor at Paragon Management in Lexington, Kentucky, who holds the CFP credential. Catherine focuses on retirement planning, estate & legacy planning and tax planning. Paragon Management reports charging a percentage of assets and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/catherine-salsman/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Paragon Management
- **Based in:** Lexington, Kentucky
- **Fee model (firm's Form ADV):** Percentage of assets; Fixed fees
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $457.9M across 711 accounts
- **Credentials:** CFP
- **Specialties:** Retirement planning, Estate & legacy planning, Tax planning
- **Works with:** High earners
- **CRD:** 3075121 (https://adviserinfo.sec.gov/individual/summary/3075121)
- **SEC registration:** Investment adviser representative in KY, TX
- **Exams passed:** Series 63 (1998), Series 65 (1998)
- **Firm size:** 6 employees
- **Disclosures:** None reported
- **Website:** https://www.paragonmgmt.com

## Frequently asked questions

### Is Catherine Salsman a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Catherine holds no broker registration, and Paragon Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Catherine charge for financial advice?

Catherine's firm, Paragon Management, reports charging a percentage of assets and fixed fees on its SEC Form ADV.

### Where is Catherine Salsman based?

Catherine Salsman is based in Lexington, Kentucky.

### What does Catherine specialize in?

Catherine's specialties include retirement planning, estate & legacy planning and tax planning. Catherine works with high earners.

### What credentials does Catherine Salsman hold?

Catherine Salsman holds the CFP credential.

### Is Catherine Salsman registered with the SEC?

Yes. Catherine Salsman is registered as an investment adviser representative in KY and TX (CRD 3075121), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Paragon Management manage?

Paragon Management reports $457.9M across 711 accounts in assets under management.

### How do I contact Catherine Salsman?

Through Catherine's website, www.paragonmgmt.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/3075121): 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
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://paragonmgmt.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.