Paragon Financial Advisors, a prominent local investment advisory firm headquartered in College Station, TX, proudly serves over 220 individual clients, managing an impressive portfolio worth more than $480,541,000. With a solid reputation in the industry, Paragon Financial Advisors operates from a single office, offering their expertise to a diverse clientele.
While managing employer funds is a core strength, Paragon Financial Advisors also handles 401K and individual accounts, although these represent less than 30% of their substantial assets under management. Notably, all assets under their management are discretionary, instilling confidence in their clients.
Catering primarily to high-net-worth individuals, Paragon Financial Advisors has established a solid foothold in the market. Their compensation structure offers flexibility and includes various options such as a percentage of assets under management and fixed fees, ensuring alignment with clients' needs.
The firm's team comprises 12 dedicated professionals, with eight of them specializing in providing exceptional investment advisory services. With an average of $60,070,000 in assets under management per investment advisor, Paragon Financial Advisors meets the industry standard. Notably, the firm boasts a number of seasoned advisors, including Robert Calhoun, William Tebeaux, and David Hailey, who have contributed significantly to the company's long-standing success.
With an unwavering commitment to excellence, Paragon Financial Advisors continues to guide their clients toward achieving their financial goals and building long-term wealth in a constantly evolving market.