Paragon Capital Management fees and pricing
Financial planner in Denver, Colorado. Registered with the SEC.
According to its Form ADV Part 2A brochure dated March 24, 2026, Paragon Capital Management charges $400 an hour and an annual fee of $7,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 24, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $400/hr
“Our Firm provides financial planning services under an hourly fee arrangement of $400 per hour.”
- Annual fee
- $7,000/yr
“Our Firm imposes a minimum annual fee of $7,000.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Paragon Capital Management bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Our annual fee is prorated and charged quarterly in arrears based on the value of the Client’s assets under management as of the close of business on the last business day of the previous quarter.”
- “Accounts initiated or terminated during a calendar quarter will be charged a prorated fee based on the days the Client account was open during that quarter.”
- “The fee is considered earned upon delivery of the financial plan, and any unpaid amount is immediately due.”
How Paragon Capital Management’s fees compare
- Its hourly rate of $400 is above the Colorado median of $300. 80% of the 231 other Colorado planners that publish an hourly rate charge less.
- 29 of the 42 other planners in Denver that publish an hourly rate charge less.
- Its annual fee of $7,000 is below the Colorado median of $7,750. 44% of the 57 other Colorado planners that publish an annual fee charge less.
- 8 of the 17 other planners in Denver that publish an annual fee charge less.
About Paragon Capital Management
“Our Firm offers a variety of advisory services, which include discretionary and non-discretionary investment management, financial planning, and retirement services.”
- Firm size: 6 employees.
- Registered as an adviser: 1990 (36 years).
Planning areas mentioned in the brochure
- Retirement planning
- Tax planning
- College planning
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
- 0.9% a year
- Minimum
- $1,000,000 in assets (stated in brochure)
- Clients
- 187
- Employees
- 6
- Works with
- Individuals, high net worth individuals, and charities
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and selecting other advisers
- Assets managed
- $1,316,232,312
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 105147
- Phone
- (303) 293-3680
Can advise clients in 9 states: Arizona, California, Colorado, Florida, Nebraska, New Hampshire, Texas, Virginia, Washington
Other planners in Denver that publish fees
- 46 North FinancialDenverUp to $10,000
- Alpha Capital Management Group LLCDenver$500-$100,000, $500-$100,000/yr
- Alpine Crest Private Wealth LLCDenver$25,000-$150,000, $25,000-$150,000/yr
- Altius Financial, Inc.Denver$10,000
- Artificial Alpha InvestmentsDenver$200-$500/hr
- Ask DollyDenver$50-$100/mo
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.