Paradigm Wealth Management, LLC fees and pricing

Financial planner in Westlake, Ohio. Registered with the SEC.

According to its Form ADV Part 2A brochure dated March 9, 2026, Paradigm Wealth Management, LLC charges $200 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 9, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate: $200/hr; “6 We charge an hourly fee of $200 for financial planning services, which is negotiable depending on the scope and complexity of the plan, your situation, and your financial objectives.”

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

“Our advisory fee is negotiable, depending on individual client circumstances.”
“Our annual portfolio management fee is billed and payable quarterly in arrears based upon the average daily value in your account throughout the quarter.”
“We request $500 of the hourly fee in advance and the remaining portion or our fees are due upon the completion of the services rendered.”

Its hourly rate of $200 is below the Ohio median of $250. 23% of the 219 other Ohio planners that publish an hourly rate charge less.
1 of the 4 other planners in Westlake that publish an hourly rate charge less.

How the firm is paid: Hourly fees, percentage of assets under management
Charges a % of assets: Yes
Highest asset based fee in brochure: 1% a year
Clients: 416
Employees: 7
Works with: Individuals and high net worth individuals
Services reported to regulators: Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, selecting other advisers, and educational seminars and workshops
Assets managed: $563,404,004
Registered with: U.S. Securities and Exchange Commission
Disciplinary disclosures: None reported
SEC CRD number: 148662
Website: investpwm.com (opens in new tab)
Phone: (440) 892-5900

Can advise clients in 5 states: Florida, Illinois, Indiana, Ohio, Texas

Is something on this page wrong or out of date?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.