Marnie Randel
Paradigm Wealth Management · Westlake, Ohio
Marnie Randel is a fee-only financial advisor at Paradigm Wealth Management in Westlake, Ohio, who holds the CFP credential. Marnie 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.
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Specialties
Who they serve
- Ultra high net worth
- Multi-generational families
Facts
| Firm | Paradigm Wealth Management |
|---|---|
| Based in | Westlake, Ohio |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Assets under management | $563.4M across 500 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in OH · CRD 6428658 |
| Firm size | 7 employees |
| Disclosures | None reported |
| Website | www.investpwm.com |
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Questions about Marnie
Is Marnie Randel a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Marnie 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 Marnie charge for financial advice?
Marnie's firm, Paradigm Wealth Management, reports charging a percentage of assets and hourly fees on its SEC Form ADV.
Where is Marnie Randel based?
Marnie Randel is based in Westlake, Ohio.
What does Marnie specialize in?
Marnie's specialties include small business owners, founders (pre-exit) and family wealth transfer. Marnie works with ultra high net worth and multi-generational families.
What credentials does Marnie Randel hold?
Marnie Randel holds the CFP credential.
Is Marnie Randel registered with the SEC?
Yes. Marnie Randel is registered as an investment adviser representative in OH (CRD 6428658), 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 Marnie Randel?
Through Marnie's website, www.investpwm.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
- Paradigm 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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