Parker Taylor
Paradigm Wealth Management · Chicago, Illinois
Parker Taylor is a fee-only financial advisor at Paradigm Wealth Management in Chicago, Illinois. Parker 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 | Chicago, Illinois |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Assets under management | $563.4M across 500 accounts |
| SEC registration | Investment adviser representative in IL · CRD 7977517 |
| Exams passed | Series 65 (2025) · Series 66 (2024) |
| Firm size | 7 employees |
| Disclosures | None reported |
| Website | www.investpwm.com |
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Questions about Parker
Is Parker Taylor a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Parker 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 Parker charge for financial advice?
Parker's firm, Paradigm Wealth Management, reports charging a percentage of assets and hourly fees on its SEC Form ADV.
Where is Parker Taylor based?
Parker Taylor is based in Chicago, Illinois.
What does Parker specialize in?
Parker's specialties include small business owners, founders (pre-exit) and family wealth transfer. Parker works with ultra high net worth and multi-generational families.
Is Parker Taylor registered with the SEC?
Yes. Parker Taylor is registered as an investment adviser representative in IL (CRD 7977517), 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 Parker Taylor?
Through Parker'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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