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

$10,000⁠-⁠$250,000

“Flat/fixed fees are negotiable but generally range from $10,000 to $250,000 on an annual basis, depending upon the level and scope of the services required.”

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 may be negotiable at the sole discretion of the Advisor, depending on the nature and complexity of services to be provided.”
• “Retirement Plan Advisory fees are generally charged quarterly in advance, calculated on a per diem basis, upon the signing of an Agreement by the Client.”
• “Clients can also be charged monthly in advance rather than quarterly.”

How Paradigm Investment Advisory, LLC’s fees compare

• Its flat or project fee of $10,000-$250,000 is above the New Jersey median of $5,000. 99% of the 168 other New Jersey planners that publish a flat or project fee charge less.
• 2 of the 2 other planners in Bridgewater that publish a flat or project fee charge less.

About Paradigm Investment Advisory, LLC

• Firm size: 9 employees.
• Registered as an adviser: 2025.

Planning areas mentioned in the brochure

• Charitable giving

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

Clients

644

Employees

9

Works with

Individuals, high net worth individuals, and charities

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, selecting other advisers, and educational seminars and workshops

Assets managed

$425,065,996

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

334370

Website

paradigm-partners.com (opens in new tab)

Phone

(908) 450-7402

Can advise clients in 43 states: Alabama, Arizona, California, Colorado, Connecticut, District of Columbia, Delaware, Florida, Georgia, Hawaii, Illinois, Indiana, Kansas, Louisiana, Massachusetts, Maryland, Maine, Michigan, Minnesota, Missouri, Mississippi, Montana, North Carolina, New Hampshire, New Jersey, New Mexico, Nevada, New York, Ohio, Oklahoma, Oregon, Pennsylvania, Rhode Island, South Carolina, Tennessee, Texas, Utah, Virginia, Vermont, Washington, Wisconsin, West Virginia, Wyoming

Other planners in Bridgewater that publish fees

• Elements 5 Investment ManagementBridgewater$400/hr, $5,000
• The Investment Connection LLCBridgewater$1,000⁠-⁠$3,000, $200/mo
• 3I Wealth Management LLCFairfield$1,500, $2,500/yr
• A.m. Perricone LLCShamong$20,000
• Able Wealth Management LLCToms River$250⁠-⁠$500/hr, $2,500⁠-⁠$100,000
• Access WealthEast Hanover$8,000⁠-⁠$18,000/yr

Compare all 4 planners in Bridgewater