Catherine Salsman
Paragon Management · Lexington, Kentucky
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.
Request an introduction to Catherine →
Specialties
Who they serve
- High earners
Facts
| Firm | Paragon Management |
|---|---|
| Based in | Lexington, Kentucky |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Accepting new clients | Yes |
| Assets under management | $457.9M across 711 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in KY, TX · CRD 3075121 |
| Exams passed | Series 63 (1998) · Series 65 (1998) |
| Firm size | 6 employees |
| Disclosures | None reported |
| Website | www.paragonmgmt.com |
Request an introduction to Catherine
Tell Catherine a little about what you're looking for. Catherine isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Catherine
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.
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 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.
See something wrong? Request a correction. Read our methodology.