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
- Phone
- (214) 756-6066
Other planners in Dallas that publish fees
- Aci Wealth AdvisorsDallas$250/hr
- Advisor Resource CouncilDallas$100-$500/hr, $50-$15,000
- AfroblocDallas$300/hr
- Algotech Financial LLCDallas$3,000
- Applewhite & Buys Financial AdvisorsDallas$250/hr, $6,000
- Artham AdvisorsDallas$350/hr, $500-$2,500
Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.