Sarah Kvistad
Paragon Advisors · College Station, Texas
Sarah Kvistad is a fee-only financial advisor at Paragon Advisors in College Station, Texas, who holds the CFP credential. Sarah 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 7846593 |
| Exams passed | Series 65 (2025) |
| Firm size | 17 employees |
| Disclosures | None reported |
| Website | paragon-adv.com |
How Sarah'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 Sarah
Is Sarah Kvistad a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Sarah 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 Sarah charge for financial advice?
Sarah charges a percentage of assets.
How much does Sarah charge?
According to Paragon Advisors's website, checked October 30, 2026: a $1,000,000 asset minimum.
Where is Sarah Kvistad based?
Sarah Kvistad is based in College Station, Texas.
What does Sarah specialize in?
Sarah's specialties include retirement planning, estate & legacy planning, small business owners and tax planning.
What credentials does Sarah Kvistad hold?
Sarah Kvistad holds the CFP credential.
Is Sarah Kvistad registered with the SEC?
Yes. Sarah Kvistad is registered as an investment adviser representative in TX (CRD 7846593), 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 Sarah Kvistad?
Through Sarah'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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