Paragon Financial Advisors (PFA) is a financial planning firm providing comprehensive financial planning and investment advisory services to individuals and families. PFA offers Open Retainer services for ongoing financial planning and investment management advice, and Financial Review and Hourly Consultation services for those who need financial planning advice but do not want ongoing services. Investment management is provided on a non-discretionary basis, meaning Paragon Financial Advisors will discuss any investment changes with you first.
Fee Structure
Paragon Financial Advisors provides investment management as part of its Open Retainer service, which is a flat annual fee for financial planning and investment advice. The fee is based on your assets and the complexity of your financial situation. Paragon Financial Advisors does not offer investment management as a standalone service.
