Firm
Paragon Wealth Management
Provo, Utah
Fee-only
Paragon Wealth Management at a glance
- One of 107 fee-only firms based in Utah in the Wellspent graph.
- 3 advisors are listed here; 1 of 3 hold the CFA.
- Its Form ADV reports 5 employees and 180 individual clients, 31 of them high net worth.
- Its average account is about $340,000 (assets it manages divided by its 451 accounts).
- Its website says it's taking new clients.
Fee-only advisors in Utah · What fee-only advisors charge in Utah
Facts
| Based in | Provo, Utah |
|---|---|
| Website | paragonwealth.com |
| Phone | (801) 375-2500 |
Paragon Wealth Management fees
Paragon Wealth Management doesn't publish its prices on its website, or we couldn't confirm them word for word. Its website says it charges by: percentage of assets. 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 | Percentage of assets · Hourly · Performance-based fees |
|---|---|
| Assets managed | $153 million |
| Individual clients | 149 |
| High-net-worth clients | 31 |
| Accounts managed | 451 |
| Employees | 5 |
| Planning clients | 51-100 |
| Registered with | The SEC (801-45326) |
| Financial planning | Offered |
| Form ADV filed | March 18, 2026 |
| SEC record | CRD 105962 |