PARAGON FINANCIAL ADVISORS
College Station, Texas
4.2
8 Reviews
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

17%

% Discretionary

100%
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
Selection of other advisers
Publication of periodicals or newsletters
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