Firm
Paragon Financial Advisors
Newton, Massachusetts
Fee-only
Paragon Financial Advisors at a glance
- One of 352 fee-only firms based in Massachusetts in the Wellspent graph.
- 1 advisor is listed here, who holds the CFP.
- Its Form ADV reports 1 employee and 36 individual clients.
- Its average account is about $354,000 (assets it manages divided by its 319 accounts).
- Its website says it's taking new clients.
Fee-only advisors in Massachusetts · What fee-only advisors charge in Massachusetts
Facts
| Based in | Newton, Massachusetts |
|---|---|
| Website | paragonfinancialadvisors.com |
| Phone | (617) 641-2446 |
Paragon Financial Advisors fees
Paragon Financial Advisors doesn't publish its prices on its website, or we couldn't confirm them word for word. Its website says it charges by: hourly, ongoing planning fee. 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 by | Hourly · Fixed fees |
|---|---|
| Assets managed | $113 million |
| Individual clients | 36 |
| Accounts managed | 319 |
| Employees | 1 |
| Planning clients | 101-250 |
| Financial planning | Offered |
| Form ADV filed | January 13, 2026 |
| SEC record | CRD 133856 |