David Hailey
Paragon Advisors · College Station, Texas
David Hailey is a fee-only financial advisor at Paragon Advisors in College Station, Texas, who holds the CFP credential. David 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 5318829 |
| Firm size | 17 employees |
| Disclosures | None reported |
| Website | paragon-adv.com |
| Profile |
How David'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 David
Is David Hailey a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: David 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 David charge for financial advice?
David charges a percentage of assets.
How much does David charge?
According to Paragon Advisors's website, checked October 30, 2026: a $1,000,000 asset minimum.
Where is David Hailey based?
David Hailey is based in College Station, Texas.
What does David specialize in?
David's specialties include retirement planning, estate & legacy planning, small business owners and tax planning.
What credentials does David Hailey hold?
David Hailey holds the CFP credential.
Is David Hailey registered with the SEC?
Yes. David Hailey is registered as an investment adviser representative in TX (CRD 5318829), 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 David Hailey?
Through David'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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