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, instil...
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Assets Under Mgmt
$480.54M
Investment Professionals
8
Locations
0
% 401K & Individual
% Discretionary
Compensation Structure
A percentage of assets under your management
Fixed Fees
Services Provided Section
Financial Planning Services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
This information was provided by Mployer and is based on publicly available information made available by employers, brokers and carriers. While efforts are made to validate and confirm the information, there could be inaccuracies. All information and ratings are based on Mployer’s opinion only and should be one of many factors used when evaluating brokers. If there are any inaccuracies in the information, please reach out to Mployer using the contact us form and we will review your submission and make changes as we deem appropriate.