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Wellspent public graph/Firms/Paradigm Advisors, L.L.C.
Firm

Paradigm Advisors, L.L.C.

Dallas, Texas

Fee-only

Paradigm Advisors, L.L.C. at a glance

  • One of 690 fee-only firms based in Texas in the Wellspent graph.
  • 4 advisors are listed here; 1 of 4 hold the CFP.
  • Its Form ADV reports 4 employees and 82 individual clients, 41 of them high net worth.
  • Its average account is about $366,000 (assets it manages divided by its 372 accounts).

Works with Executives · High earners

Fee-only advisors in Texas · What fee-only advisors charge in Texas

Facts

Based inDallas, Texas
Websiteparadigmadvisors.com
Email[email protected]
Phone(214) 756-6060

Paradigm Advisors, L.L.C. fees

Paradigm Advisors, L.L.C. doesn't publish its prices on its website, or we couldn't confirm them word for word. Ask for its Form ADV Part 2A, which must describe its fees.

For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.

What its SEC filing says

Paid byPercentage of assets · Hourly · Fixed fees
Assets managed$136 million
Individual clients41
High-net-worth clients41
Accounts managed372
Employees4
Planning clients1-10
Registered withThe SEC (801-132244)
Financial planningOffered
Form ADV filedAugust 31, 2026
SEC recordCRD 114515

Advisors at this firm (4)

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