Matthew Lee
Paragon Advisors · College Station, Texas
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.
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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 8092759 |
| Firm size | 17 employees |
| Disclosures | None reported |
| Website | paragon-adv.com |
How Matthew'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 Matthew
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.
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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