# Kevin Cooney

> Kevin Cooney is a fee-only financial advisor at Paradigm Wealth Management in Westlake, Ohio. Kevin focuses on small business owners, founders (pre-exit) and family wealth transfer. Paradigm Wealth Management reports charging a percentage of assets and hourly fees on its Form ADV.

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

## Facts

- **Firm:** Paradigm Wealth Management
- **Based in:** Westlake, Ohio
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly
- **Assets under management (firm):** $563.4M across 500 accounts
- **Specialties:** Small business owners, Founders (pre-exit), Family wealth transfer
- **Works with:** Ultra high net worth, Multi-generational families
- **CRD:** 4950427 (https://adviserinfo.sec.gov/individual/summary/4950427)
- **SEC registration:** Investment adviser representative in IL, IN
- **Exams passed:** Series 66 (2007)
- **Firm size:** 7 employees
- **Disclosures:** None reported
- **Website:** http://www.investpwm.com

## Frequently asked questions

### Is Kevin Cooney a fee-only financial advisor?

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

### How does Kevin charge for financial advice?

Kevin's firm, Paradigm Wealth Management, reports charging a percentage of assets and hourly fees on its SEC Form ADV.

### Where is Kevin Cooney based?

Kevin Cooney is based in Westlake, Ohio.

### What does Kevin specialize in?

Kevin's specialties include small business owners, founders (pre-exit) and family wealth transfer. Kevin works with ultra high net worth and multi-generational families.

### Is Kevin Cooney registered with the SEC?

Yes. Kevin Cooney is registered as an investment adviser representative in IL and IN (CRD 4950427), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Paradigm Wealth Management manage?

Paradigm Wealth Management reports $563.4M across 500 accounts in assets under management.

### How do I contact Kevin Cooney?

Through Kevin's website, www.investpwm.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/4950427): 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://www.investpwm.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.