Nathan White
Paragon Wealth Management · Provo, Utah
Nathan White is a fee-only financial advisor at Paragon Wealth Management in Provo, Utah, who holds the CFA credential. Nathan 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 |
| Credentials | CFA |
| SEC registration | Investment adviser representative in TX, UT · CRD 2786197 |
| Exams passed | Series 63 (1996) |
| Firm size | 5 employees |
| Disclosures | None reported |
| Website | www.paragonwealth.com |
How Nathan'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 Nathan
Is Nathan White a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Nathan 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 Nathan charge for financial advice?
Nathan charges a percentage of assets.
Where is Nathan White based?
Nathan White is based in Provo, Utah.
What does Nathan specialize in?
Nathan's specialties include retirement planning. Nathan works with retirees and pre-retirees.
What credentials does Nathan White hold?
Nathan White holds the CFA credential.
Is Nathan White registered with the SEC?
Yes. Nathan White is registered as an investment adviser representative in TX and UT (CRD 2786197), 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 Nathan White?
Through Nathan'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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