# Richard Heidemann

> Richard Heidemann is a fee-only financial advisor at Paragon Capital Management in Overland Park, Kansas, who holds the CFA credential. Richard focuses on family wealth transfer. Paragon Capital Management reports charging a percentage of assets on its Form ADV.

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

## Facts

- **Firm:** Paragon Capital Management
- **Based in:** Overland Park, Kansas
- **Fee model (firm's Form ADV):** Percentage of assets
- **Assets under management (firm):** $739.8M across 785 accounts
- **Credentials:** CFA
- **Specialties:** Family wealth transfer
- **Works with:** Ultra high net worth, Multi-generational families
- **CRD:** 4735006 (https://adviserinfo.sec.gov/individual/summary/4735006)
- **SEC registration:** Investment adviser representative in KS
- **Firm size:** 10 employees
- **Disclosures:** None reported
- **Website:** http://www.paragoncap.com

## Frequently asked questions

### Is Richard Heidemann a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Richard holds no broker registration, and Paragon Capital Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Richard charge for financial advice?

Richard's firm, Paragon Capital Management, reports charging a percentage of assets on its SEC Form ADV.

### Where is Richard Heidemann based?

Richard Heidemann is based in Overland Park, Kansas.

### What does Richard specialize in?

Richard's specialties include family wealth transfer. Richard works with ultra high net worth and multi-generational families.

### What credentials does Richard Heidemann hold?

Richard Heidemann holds the CFA credential.

### Is Richard Heidemann registered with the SEC?

Yes. Richard Heidemann is registered as an investment adviser representative in KS (CRD 4735006), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Paragon Capital Management manage?

Paragon Capital Management reports $739.8M across 785 accounts in assets under management.

### How do I contact Richard Heidemann?

Through Richard's website, www.paragoncap.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/4735006): 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://www.paragoncap.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.