David Young
Paragon Wealth Management · Provo, Utah
David Young is a fee-only financial advisor at Paragon Wealth Management in Provo, Utah. David charges a percentage of assets and focuses on retirement planning.
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Specialties
Who they serve
- Retirees
- Pre-retirees
Facts
| Firm | Paragon Wealth Management |
|---|---|
| Based in | Provo, Utah |
| Fee model | Percentage of assets |
| Accepting new clients | Yes |
| Assets under management | $153.4M across 451 accounts |
| SEC registration | Investment adviser representative in UT · CRD 1503747 |
| Exams passed | Series 63 (2002) · Series 65 (1993) |
| Firm size | 5 employees |
| Disclosures | None reported |
| Website | www.paragonwealth.com |
| Profile |
How David's firm compares
- Paragon Wealth Management's average account is about $340,000, from its Form ADV (assets managed divided by 451 accounts).
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Questions about David
Is David Young a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: David holds no broker registration, and Paragon Wealth Management 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.
Where is David Young based?
David Young is based in Provo, Utah.
What does David specialize in?
David's specialties include retirement planning. David works with retirees and pre-retirees.
Is David Young registered with the SEC?
Yes. David Young is registered as an investment adviser representative in UT (CRD 1503747), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Paragon Wealth Management manage?
Paragon Wealth Management reports $153.4M across 451 accounts in assets under management.
How do I contact David Young?
Through David's website, www.paragonwealth.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 Wealth 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.
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