Ryan Grady
Paradigm Wealth Management · Ponte Vedra, Florida
Ryan Grady is a fee-only financial advisor at Paradigm Wealth Management in Ponte Vedra, Florida. Ryan focuses on retirement planning. Paradigm Wealth Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
Request an introduction to Ryan →
Specialties
Who they serve
- Pre-retirees
Facts
| Firm | Paradigm Wealth Management |
|---|---|
| Based in | Ponte Vedra, Florida |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Accepting new clients | Yes |
| Assets under management | $201.2M across 948 accounts |
| SEC registration | Investment adviser representative in FL, NJ · CRD 7328614 |
| Exams passed | Series 65 (2020) |
| Firm size | 14 employees |
| Disclosures | Reported; see the SEC record |
| Website | www.pwm.us.com |
| Profile |
How Ryan's firm compares
- Paradigm Wealth Management's average account is about $212,000, from its Form ADV (assets managed divided by 948 accounts).
Request an introduction to Ryan
Tell Ryan a little about what you're looking for. Ryan isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Ryan
Is Ryan Grady a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Ryan 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 Ryan charge for financial advice?
Ryan's firm, Paradigm Wealth Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Ryan Grady based?
Ryan Grady is based in Ponte Vedra, Florida.
What does Ryan specialize in?
Ryan's specialties include retirement planning. Ryan works with pre-retirees.
Is Ryan Grady registered with the SEC?
Yes. Ryan Grady is registered as an investment adviser representative in FL and NJ (CRD 7328614), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.
How much does Paradigm Wealth Management manage?
Paradigm Wealth Management reports $201.2M across 948 accounts in assets under management.
How do I contact Ryan Grady?
Through Ryan's website, www.pwm.us.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.
See something wrong? Request a correction. Read our methodology.