Paradigm Money Management, LLC fees and pricing
Financial planner in Wayne, Pennsylvania. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated January 30, 2026, Paradigm Money Management, LLC charges a flat or project fee of $750-$6,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed January 30, 2026. Fees can change, so confirm with the firm before you hire them.
- Flat or project fee
- $750-$6,000
“Method of Compensation and Fee Schedule FINANCIAL PLANNING PM2 charges a fixed fee for financial planning ranging from $750-$6,000.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Paradigm Money Management, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees for financial plans are due upon delivery of the completed plan.”
- “Financial planning agreement is considered complete upon delivery of the completed plan.”
- “The total fee will be billed by Synergy and Synergy will pay PM2 their share of the total fee as outlined in their referral agreement.”
How Paradigm Money Management, LLC’s fees compare
- Its flat or project fee of $750-$6,000 spans the Pennsylvania median of $3,650. 47% of the 232 other Pennsylvania planners that publish a flat or project fee charge less.
- 1 of the 6 other planners in Wayne that publish a flat or project fee charge less.
About Paradigm Money Management, LLC
- Principal: Abigail Vick
- Firm size: 4 employees.
- Registered as an adviser: 2019 (7 years).
Firm details from Form ADV
- How the firm is paid
- Fixed or flat fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 1.5% a year
- Employees
- 4
- Services reported to regulators
- Financial planning, pension consulting, selecting other advisers, and educational seminars and workshops
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 304097
- Phone
- (601) 688-1555
Can advise clients in 5 states: Arizona, Illinois, North Carolina, Oklahoma, Pennsylvania
Other planners in Wayne that publish fees
- Addis & Hill, IncorporatedWayne$900, $5,000/yr
- Clovelly WealthWayne$3,000-$20,000
- Entrust Financial LLCWayne$350/hr, $3,500
- Fortis Advisors, LLCWayne$1,500-$50,000
- Green Trails Wealth LLCWayne$500-$10,000, $100-$2,000/mo
- TP Investment Advisory Services, LLCWayne$250/hr, $750-$10,000
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.