# Paragon Retirement Planning, Inc.

> Paragon Retirement Planning, Inc. is a state-registered investment advisory firm in Troy, MI, registered since 2016, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated April 14, 2026.

- CRD: 284630
- Filed as: PARAGON RETIREMENT PLANNING, INC.
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Troy, MI
- Filing period: October 2026
- Form ADV filing dated: April 14, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/284630
- AdvisorCensus page: https://advisorcensus.com/firm/paragon-retirement-planning-inc-troy-mi-284630

## Quick answers

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

**Where is Paragon Retirement Planning, Inc. located?**
Paragon Retirement Planning, Inc.'s principal office is in Troy, MI, according to its Form ADV.

**Is Paragon Retirement Planning, Inc. registered with the SEC or a state?**
Paragon Retirement Planning, Inc. is a state-registered investment advisory firm, registered since 2016. Status as filed: APPROVED. CRD 284630.

**How much does Paragon Retirement Planning, Inc. manage?**
Paragon Retirement Planning, Inc. reports $75,000,000 in regulatory assets under management in its Form ADV filing dated April 14, 2026 (100% discretionary).

**What types of clients does Paragon Retirement Planning, Inc. serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (120); high net worth individuals (30).

**Does Paragon Retirement Planning, Inc. 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/284630

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $75,000,000
- Discretionary: $75,000,000
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 120 | $50,000,000 |
| High net worth individuals | 30 | $25,000,000 |

### Advisory services (Item 5.G)
- Financial planning services
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2016 (9 years)
- Employees: 4 total, 4 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: MI
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- paragonrp.com
- LinkedIn @paragonrp

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Paragon Retirement Planning, Inc. (CRD 284630): Form ADV filing data as of October 2026.