# Matthew Lee

> Matthew Lee is a fee-only financial advisor at Paragon Advisors in College Station, Texas, who holds the CFP credential. Matthew charges a percentage of assets (a $1,000,000 asset minimum) and focuses on retirement planning, estate & legacy planning and small business owners.

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

## 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 (firm):** $1.05B across 2,696 accounts
- **Credentials:** CFP
- **Specialties:** Retirement planning, Estate & legacy planning, Small business owners, Tax planning
- **CRD:** 8092759 (https://adviserinfo.sec.gov/individual/summary/8092759)
- **SEC registration:** Investment adviser representative in TX
- **Firm size:** 17 employees
- **Disclosures:** None reported
- **Website:** https://paragon-adv.com/

## Frequently asked questions

### Is Matthew Lee a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Matthew 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 Matthew charge for financial advice?

Matthew charges a percentage of assets.

### How much does Matthew charge?

According to Paragon Advisors's website, checked October 30, 2026: a $1,000,000 asset minimum.

### Where is Matthew Lee based?

Matthew Lee is based in College Station, Texas.

### What does Matthew specialize in?

Matthew's specialties include retirement planning, estate & legacy planning, small business owners and tax planning.

### What credentials does Matthew Lee hold?

Matthew Lee holds the CFP credential.

### Is Matthew Lee registered with the SEC?

Yes. Matthew Lee is registered as an investment adviser representative in TX (CRD 8092759), 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 Matthew Lee?

Through Matthew's website, paragon-adv.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/8092759): 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://paragon-adv.com/): specialties, clients served, and fees, checked October 30, 2026

---

Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.