Paradigm Wealth Services, Inc.

Paradigm Wealth Services, Inc. is a financial advisory firm established in 2007 as an S-Corporation and offering investment advisory services since 2014. The firm specializes in providing Investment Management Services, Financial Planning & Consulting, and Retirement Plan Consulting. Clients can expect personalized investment advice tailored to their financial goals and risk tolerance. Investment Management Services involve proposing and managing investment portfolios with a maximum fee of 1.70%. Financial Planning & Consulting services are offered on an hourly or flat fee basis, with an hourly fee of $300 and flat fees ranging from $1,500 to $5,000. Retirement Plan Consulting services are billed on an hourly or flat fee basis or a fee based on the percentage of Plan assets under management, with fees ranging from $750 to $10,000. Paradigm Wealth Services acts as a fiduciary, ensuring that clients' best interests are prioritized. The firm does not engage in performance-based fees, accepts clients from various backgrounds, and does not impose specific requirements for opening or maintaining accounts. Investment strategies include long-term purchases, short-term purchases, trading, short sales, margin transactions, and options. The firm uses fundamental and technical analysis methods to formulate investment advice. Clients' accounts are reviewed at least annually, and the firm does not have custody of client funds or securities. Clients have the option to grant investment discretion to the firm. The principal executive officer, Garland A. Risner, has a Bachelor's Degree in Finance and holds Series 7 and Series 66 licenses. The firm and its management have no adverse financial situations or disciplinary events.