# Paragon Financial Advisors

> Paragon Financial Advisors is a state-registered investment advisory firm in Newton, MA, registered since 2005, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated January 13, 2026.

- CRD: 133856
- Filed as: PARAGON FINANCIAL ADVISORS
- Legal name: Levit, Dana Jean
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Newton, MA
- Filing period: October 2026
- Form ADV filing dated: January 13, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/133856
- AdvisorCensus page: https://advisorcensus.com/firm/paragon-financial-advisors-newton-ma-133856

## Quick answers

**How is Paragon Financial Advisors compensated?**
On its Form ADV (Item 5.E, October 2026), Paragon Financial Advisors reports these compensation arrangements: hourly charges; fixed fees (other than subscription fees).

**Where is Paragon Financial Advisors located?**
Paragon Financial Advisors' principal office is in Newton, MA, according to its Form ADV.

**Is Paragon Financial Advisors registered with the SEC or a state?**
Paragon Financial Advisors is a state-registered investment advisory firm, registered since 2005. Status as filed: APPROVED. CRD 133856.

**How much does Paragon Financial Advisors manage?**
Paragon Financial Advisors reports $113,000,000 in regulatory assets under management in its Form ADV filing dated January 13, 2026 (0% discretionary).

**What types of clients does Paragon Financial Advisors serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (36).

**Does Paragon Financial Advisors report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/133856

## From the Form ADV filing

### Compensation (Item 5.E)
- Hourly charges
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $113,000,000
- Discretionary: $0
- Non-discretionary: $113,000,000

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 36 | $113,000,000 |
| High net worth individuals | 0 | Not reported |
| Banking or thrift institutions | 0 | Not reported |
| Investment companies | 0 | Not reported |
| Business development companies | 0 | Not reported |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | Not reported |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | Not reported |
| Charitable organizations | 0 | Not reported |
| State or municipal government entities (including government pension plans) | 0 | Not reported |
| Other investment advisers | 0 | Not reported |
| Insurance companies | 0 | Not reported |
| Sovereign wealth funds and foreign official institutions | 0 | Not reported |
| Corporations or other businesses not listed above | 0 | Not reported |
| Other | 0 | Not reported |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2005 (21 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: MA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- paragonfinancialadvisors.com

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Paragon Financial Advisors (CRD 133856): Form ADV filing data as of October 2026.