# Paragon Financial Partners

> Paragon Financial Partners is an SEC-registered investment advisory firm in Woodland Hills, CA, registered since 2011, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 18, 2026.

- CRD: 158041
- Filed as: PARAGON FINANCIAL PARTNERS
- Legal name: Paragon Financial Partners, Inc.
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Woodland Hills, CA
- Filing period: October 2026
- Form ADV filing dated: March 18, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/158041
- AdvisorCensus page: https://advisorcensus.com/firm/paragon-financial-partners-woodland-hills-ca-158041

## Quick answers

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

**How much does Paragon Financial Partners charge?**
Its Form ADV Part 2A brochure dated March 18, 2026 states: Hourly rate: $500 an hour (standalone financial planning and consulting services); Flat fee: $3,500 to $100,000 (standalone financial planning and consulting services). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Paragon Financial Partners located?**
Paragon Financial Partners' principal office is in Woodland Hills, CA, according to its Form ADV.

**Is Paragon Financial Partners registered with the SEC or a state?**
Paragon Financial Partners is an SEC-registered investment advisory firm, registered since 2011. Status as filed: Approved. CRD 158041.

**How much does Paragon Financial Partners manage?**
Paragon Financial Partners reports $329,584,543 in regulatory assets under management in its Form ADV filing dated March 18, 2026 (81% discretionary).

**How have Paragon Financial Partners' assets and staff changed since 2021?**
In the Form ADV data for Paragon Financial Partners: Regulatory assets under management: $228,822,002 in the October 2021 data and $329,584,543 in the October 2026 data, up 44%. Total employees: 2 in October 2021 and 2 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Paragon Financial Partners serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (85); individuals (other than high net worth individuals) (42).

**Which custodians does Paragon Financial Partners use?**
Paragon Financial Partners' most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Paragon Financial Partners report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/158041

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated March 18, 2026)

- Hourly rate: $500 an hour (standalone financial planning and consulting services)

> Paragon offers standalone financial planning and consulting services either on an hourly basis or for a fixed fee. Hourly fees range up to $500.

- Flat fee: $3,500 to $100,000 (standalone financial planning and consulting services)

> Paragon offers standalone financial planning and consulting services either on an hourly basis or for a fixed fee. Hourly fees range up to $500. Fixed fees range from $3,500 to $100,000.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $329,584,543
- Discretionary: $267,052,054
- Non-discretionary: $62,532,489

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 42 | $11,299,578 |
| High net worth individuals | 85 | $318,076,990 |
| Corporations or other businesses not listed above | Fewer than 5 | $207,975 |

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

### Firm details
- Registered since: 2011 (15 years)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [paragonfinancialpartners.com](https://paragonfinancialpartners.com)
- [paragonpodcast.com](https://paragonpodcast.com)
- Facebook @Paragon-Financial-Partners-325081954191441
- LinkedIn @PARAGON-FINANCIAL-PARTNERS
- YouTube @UCE3p9vBRwCLtdgUP9srtbwA

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $228,822,002 | 2 | March 20, 2021 |
| October 2022 | $263,855,019 | 2 | March 17, 2022 |
| October 2023 | $247,023,084 | 2 | March 22, 2023 |
| October 2024 | $280,943,409 | 2 | March 20, 2024 |
| October 2025 | $336,776,746 | 2 | February 28, 2025 |
| October 2026 | $329,584,543 | 2 | March 18, 2026 |

Regulatory assets under management: $228,822,002 in the October 2021 data and $329,584,543 in the October 2026 data, up 44%.
Total employees: 2 in October 2021 and 2 in October 2026.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Paragon Financial Partners (CRD 158041): Form ADV filing data as of October 2026.