Paragon Financial Services

Paragon Financial Services is a registered investment adviser based in Richmond, Virginia, established in 2012. The firm offers personalized investment advisory services, including Portfolio Management, Financial Planning, Pension Consulting, Advisory Consulting, and Sub-Advisory Services. Clients can opt for discretionary or non-discretionary portfolio management services, with a focus on developing customized investment portfolios aligned with individual risk tolerance and objectives. Financial Planning services involve comprehensive analysis and goal-setting, with a non-negotiable hourly fee of $250. The firm also provides estate planning coordination and tax preparation services through affiliated partners. Paragon Financial Services primarily advises on equity securities, mutual funds, exchange-traded funds, and other investment types based on client goals and risk profiles. The firm's fee structure for Portfolio Management services ranges from 1.50% to 0.80% based on asset levels, with fees billed quarterly. Paragon Financial Services does not accept performance-based fees, and clients have the option to participate in a wrap fee program. The firm does not have any disciplinary information to report and does not receive compensation for client referrals. Clients have the option to grant investment discretion to the firm, and Paragon Financial Services does not vote proxies on behalf of clients. The firm emphasizes client privacy and data security, with policies in place to safeguard personal information.