Paragon Financial Advisors Fees & Minimum

Overview

Headquarters: College Station, TX
Total Firm Assets: $1.0 billion
Average High-Net-Worth Client Portfolio Size: $3.5 million
Stated Minimum Account Size: $1,000,000

Fee Disclosure

Source: PARAGON 2026 AMENDED ADV PART 2A (2026-10-13) · View brochure text

Min	Max	Disclosed Annual Rate
$0	$2,000,000	1.20%
$2,000,001	$5,000,000	1.00%
$5,000,001	$10,000,000	0.75%
$10,000,001	and above	0.50%

Stated Minimum Annual Fee: $12,000

Estimated Annual Advisory Fees

Portfolio Value	Estimated Annual Fee	Effective Fee Rate
$1 million	$12,000	1.20%
$5 million	$54,000	1.08%
$10 million	$91,500	0.92%
$50 million	$291,500	0.58%
$100 million	$541,500	0.54%

Actual fees may vary; other investment costs may apply.

Compare fees: lowest-fee advisors in Texas for $2M portfolios · $10M portfolios

Clients

High-Net-Worth Share of Firm Assets: 83.30%
Number of High-Net-Worth Clients: 252
Total Client Accounts: 2,696
Discretionary Accounts: 2,696

Services Offered

Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Investment Advisor Selection, Educational Seminars

Regulatory Filings

SEC CRD Number: 143721

PARAGON 2026 AMENDED ADV PART 2A (2026-10-13) (fee schedule source) · View brochure text

View firm on SEC ↗ · Current Form ADV (PDF) ↗

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Paragon Financial Advisors