PlannerFees

Paradigm Wealth Management fees and pricing

Financial planner in Lincoln, Nebraska. Registered with the SEC.

According to its Form ADV Part 2A brochure dated September 14, 2026, Paradigm Wealth Management charges $200 an hour and a flat or project fee of $250⁠-⁠$1,000 for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed September 14, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate
$200/hr
“An hourly fee of $200 per hour is charged by Paradigm Wealth Management for financial planning services under this arrangement.”
Flat or project fee
$250⁠-⁠$1,000
“The minimum fixed fee is generally $250, and the maximum fixed fee is generally no more than $1,000.”

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

How Paradigm Wealth Management bills

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

  • “Fees are prorated (based on the number of days service is provided during the initial billing period) for your account opened at any time other than the beginning of the billing period.”
  • “If asset management services are commenced in the middle of a billing period, the prorated fee for the initial billing period is billed in arrears at the same time as the next full billing period’s fee is billed.”
  • “Any unpaid hourly fees are due immediately upon completion and delivery of the financial plan.”

How Paradigm Wealth Management’s fees compare

  • Its hourly rate of $200 is below the Nebraska median of $250. 19% of the 32 other Nebraska planners that publish an hourly rate charge less.
  • 2 of the 5 other planners in Lincoln that publish an hourly rate charge less.
  • Its flat or project fee of $250-$1,000 is below the Nebraska median of $5,000. None of the 32 other Nebraska planners that publish a flat or project fee charge less.
  • None of the 8 other planners in Lincoln that publish a flat or project fee charge less.

About Paradigm Wealth Management

“Asset Management Services Paradigm Wealth Management offers asset management services, which involves Paradigm Wealth Management providing you with continuous and ongoing supervision over your specified accounts.”
From the firm's description of its advisory business in its Form ADV brochure.
  • Firm size: 8 employees.
  • Registered as an adviser: 2019 (7 years).

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
1.25% a year
Minimum
No minimum stated in brochure
Clients
346
Employees
8
Works with
Individuals, high net worth individuals, pension and profit sharing plans, and charities
Services reported to regulators
Financial planning, portfolio management for individuals and small businesses, newsletters and publications, and educational seminars and workshops
Assets managed
$116,334,723
Registered with
U.S. Securities and Exchange Commission
Disciplinary disclosures
None reported
SEC CRD number
282055
Website
facebook.com/r2wealthmanagementpartners (opens in new tab)
Phone
(531) 333-2728

Can advise clients in 13 states: Arizona, California, Colorado, Florida, Iowa, Illinois, Kansas, Missouri, North Carolina, Nebraska, Nevada, Texas, Wisconsin

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