Corey Wangler
Paragon Investing · Detroit, Michigan
Corey Wangler is a fee-only financial advisor at Paragon Investing in Detroit, Michigan. Corey charges a percentage of assets (1% a year on the first tier of assets managed and a $500,000 asset minimum).
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Who they serve
- Ultra high net worth
Facts
| Firm | Paragon Investing |
|---|---|
| Based in | Detroit, Michigan |
| Fee model | Percentage of assets |
| Fees (firm's website) | 1% a year on the first tier of assets managed · A $500,000 asset minimum |
| Accepting new clients | Yes |
| Assets under management | $138.2M across 445 accounts |
| SEC registration | Investment adviser representative in CA, LA, MI, MO, TX · CRD 6954336 |
| Exams passed | Series 65 (2018) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | www.paragoninvesting.com |
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Questions about Corey
Is Corey Wangler a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Corey holds no broker registration, and Paragon Investing reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Corey charge for financial advice?
Corey charges a percentage of assets.
How much does Corey charge?
According to Paragon Investing's website, checked October 30, 2026: 1% a year on the first tier of assets managed; a $500,000 asset minimum.
Where is Corey Wangler based?
Corey Wangler is based in Detroit, Michigan.
Is Corey Wangler registered with the SEC?
Yes. Corey Wangler is registered as an investment adviser representative in CA, LA, MI, MO and TX (CRD 6954336), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Paragon Investing manage?
Paragon Investing reports $138.2M across 445 accounts in assets under management.
How do I contact Corey Wangler?
Through Corey's website, www.paragoninvesting.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 Investing 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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