Paragon Financial Advisors
College Station, TX·SEC-registered · CRD #143721
Paragon Financial Advisors is an SEC-registered investment advisory firm in College Station, TX managing $1.0B across 2.7k client accounts, with 14 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$1.0B
Client accounts
2.7k
Advisory staff
14
Fee model
Fee-based
How Paragon Financial Advisors is paid
Compensation arrangements disclosed on Form ADV. A fee-based firm may earn both client fees and product commissions; ask which applies to you.
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Common questions about Paragon Financial Advisors
How much does Paragon Financial Advisors manage?
Per its most recent SEC Form ADV filing (06/26/2026), Paragon Financial Advisors reports $1.0B in regulatory assets under management across roughly 2.7k client accounts.
How does Paragon Financial Advisors charge?
Paragon Financial Advisors is a fee-based firm. Its disclosed compensation arrangements are: % of assets, Commissions. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.
Is Paragon Financial Advisors a fiduciary?
Yes. Paragon Financial Advisors is registered with the U.S. Securities and Exchange Commission (CRD #143721), and SEC-registered investment advisers owe a fiduciary duty to act in their clients' best interest. You can verify its registration and any disclosures on the SEC's public record.
Is Paragon Financial Advisors taking new clients like me?
Availability and account minimums vary and aren't in the public filing. The fastest way to find out is the free 2-minute match — it checks Paragon Financial Advisors and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
Other advisory firms in College Station, TX
Profile compiled from Paragon Financial Advisors's public SEC Form ADV filing (CRD #143721, filed 06/26/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of Paragon Financial Advisors. Listing does not imply any relationship. Figures are as reported to the SEC and may have changed; verify current details at adviserinfo.sec.gov. Are you with Paragon Financial Advisors? Claim this profile.