Firm
Paragon Advisors
College Station, Texas
Fee-only
Paragon Advisors at a glance
- One of 690 fee-only firms based in Texas in the Wellspent graph.
- 13 advisors are listed here; 9 of 13 hold the CFP.
- Its Form ADV reports 17 employees and 437 individual clients, 252 of them high net worth.
- Its average account is about $388,000 (assets it manages divided by its 2,696 accounts).
Fee-only advisors in Texas · What fee-only advisors charge in Texas
Facts
| Based in | College Station, Texas |
|---|---|
| Website | paragon-adv.com |
| [email protected] | |
| Phone | (979) 693-3907 |
Paragon Advisors fees
What the firm's own website says it charges, checked October 30, 2026. We keep a price only when the exact words stating it appear on the page.
| Account minimum | $1,000,000 |
|---|---|
| How it charges | Percentage of assets |
In the firm's words
"We partner with households with $1 million or more in investable assets" source
"our sole source of compensation is the asset management fee you pay" 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 by | Percentage of assets · Fixed fees |
|---|---|
| Assets managed | $1.0 billion |
| Individual clients | 185 |
| High-net-worth clients | 252 |
| Accounts managed | 2,696 |
| Employees | 17 |
| Planning clients | 251-500 |
| Registered with | The SEC (801-67813) |
| Financial planning | Offered |
| Form ADV filed | October 13, 2026 |
| SEC record | CRD 143721 |