Paradigm Advisors, LLC fees and pricing

Financial planner in Dallas, Texas. Registered with the SEC.

According to its Form ADV Part 2A brochure dated August 31, 2026, Paradigm Advisors, LLC charges $150⁠-⁠$400 an hour and a flat or project fee of $6,000⁠-⁠$75,000 for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed August 31, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate
$150⁠-⁠$400/hr
“In special circumstances it may be offered on an hourly basis at a rate of $150 to $400 per hour, depending on the nature of the specified services.”
Flat or project fee
$6,000⁠-⁠$75,000
“Comprehensive Financial Planning Comprehensive Financial Planning consists of an initial fee ranging from $6,000 to $75,000 for the first year and an ongoing fee in subsequent years at the rate ranging from $400 to $6,000 Page 9 of 19 per month.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Paradigm Advisors, LLC bills

Payment and refund terms, quoted from the fee section of the brochure.

  • “Advisory fees are directly debited from client accounts, or the client may choose to pay by check.”
  • “Accounts initiated or terminated during a calendar quarter will be charged a prorated fee based on the amount of time remaining in the billing period.”
  • “An account may be terminated with written notice at least 30 calendar days in advance.”

How Paradigm Advisors, LLC’s fees compare

  • Its hourly rate of $150-$400 spans the Texas median of $275. 50% of the 468 other Texas planners that publish an hourly rate charge less.
  • 22 of the 56 other planners in Dallas that publish an hourly rate charge less.
  • Its flat or project fee of $6,000-$75,000 is above the Texas median of $3,850. 98% of the 401 other Texas planners that publish a flat or project fee charge less.
  • 50 of the 51 other planners in Dallas that publish a flat or project fee charge less.

About Paradigm Advisors, LLC

  • Firm size: 4 employees.
  • Registered as an adviser: 2025.

Firm details from Form ADV

How the firm is paid
Hourly fees, fixed or flat fees, percentage of assets under management
Charges a % of assets
Yes
Highest asset based fee in brochure
2.5% a year
Minimum
$10,000 in assets (stated in brochure)
Clients
82
Employees
4
Works with
Individuals, high net worth individuals, and businesses
Services reported to regulators
Financial planning, portfolio management for individuals and small businesses, and educational seminars and workshops
Assets managed
$136,135,723
Registered with
U.S. Securities and Exchange Commission
Disciplinary disclosures
None reported
SEC CRD number
114515
Website
paradigmadvisors.com (opens in new tab)
Phone
(214) 756-6066

Can advise clients in 3 states: Arkansas, Michigan, Texas

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