Paradigm Investment Advisory LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 30, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee

$1,000⁠-⁠$5,000

“Fees for financial planning are based on a flat fee, typically between $1000 and $5,000.”

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

How Paradigm Investment Advisory LLC bills

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

• “Fees are negotiable with each client based upon the complexity of the plan requested, the complexity of the client’s assets and the requirements of assisting the client.”
• “Fees will be billed directly to you (and not deducted from your account), and you agree to pay all fees within 30 days of receipt of an invoice from us.”
• “In no case will Paradigm accept payments of more than $500 more than 6 months in advance.”

How Paradigm Investment Advisory LLC’s fees compare

• Its flat or project fee of $1,000-$5,000 spans the Ohio median of $3,250. 44% of the 199 other Ohio planners that publish a flat or project fee charge less.
• 3 of the 6 other planners in Akron that publish a flat or project fee charge less.
• It doesn't charge a percentage of the assets it manages, so its fee won't grow with your portfolio.

About Paradigm Investment Advisory LLC

• Firm size: 2 employees.
• Registered as an adviser: 2013 (13 years).

Firm details from Form ADV

How the firm is paid

Hourly fees, fixed or flat fees

Charges a % of assets

No

Minimum

$500,000 in assets (stated in brochure)

Employees

2

Works with

Pension and profit sharing plans

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, pension consulting, selecting other advisers, and other services

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

168295

Phone

(330) 475-1690

Other planners in Akron that publish fees

• Fortifi Capital, LLCAkron$60/hr
• Kohmann Bosshard Financial Services, LLC.Akron$500
• Lyon Capital StrategiesAkron$150/hr
• Presper Financial Architects, LLCAkron$150⁠-⁠$350/hr, $1,000⁠-⁠$2,500
• Sand Run Wealth ManagementAkron$250/hr, $1,000⁠-⁠$5,000
• Symphony Financial Services, Inc.Akron$300/hr, $500⁠-⁠$5,000

Compare all 13 planners in Akron