Firm
Paragon Investing
Detroit, Michigan
Fee-only
Facts
| Based in | Detroit, Michigan |
|---|---|
| Website | paragoninvesting.com |
| Phone | (734) 649-6710 |
Paragon Investing 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.
| Asset-based fee | 1% a year on the first tier of assets |
|---|---|
| Account minimum | $500,000 |
| How it charges | Percentage of assets |
In the firm's words
"1.00% / year" source
"Min. portfolio size $500k" source
"1.00% / year" source
"Pricing and fees for Paragon Investing advisor services are based on a percentage of total assets under advisement (AUA)." 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 · Hourly · Fixed fees |
|---|---|
| Assets managed | $138 million |
| Individual clients | 113 |
| Financial planning | Offered |
| Form ADV filed | October 26, 2026 |
| SEC record | CRD 310897 |