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Firm

Paradox Financial LLC

Montverde, Florida

Fee-only

Paradox Financial LLC at a glance

  • One of 570 fee-only firms based in Florida in the Wellspent graph.
  • 1 advisor is listed here, who holds the CFP.
  • Its Form ADV reports 1 employee.
  • Its website says it's taking new clients.

Specialties Retirement planning · Estate & legacy planning · Tax planning · Flat-fee planning

Works with High earners · Pre-retirees

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

Facts

Based inMontverde, Florida
Websiteparadoxfp.com

Paradox Financial LLC fees

What the firm's own website says it charges, checked October 28, 2026. We keep a price only when the exact words stating it appear on the page.

One-time planFrom $6,000
How it chargesFlat fee · One-time plans or projects

In the firm's words

"begin with a three-month, comprehensive planning engagement for a flat rate of $6,000 per household" source
"begin with a three-month, comprehensive planning engagement for a flat rate of $6,000 per household" source
"begin with a three-month, comprehensive planning engagement for a flat rate of $6,000 per household" source

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 byHourly · Fixed fees
Employees1
Planning clients1-10
Financial planningOffered
Form ADV filedMarch 16, 2026
SEC recordCRD 322905

Advisors at this firm (1)