Paragon Financial Advisors fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed January 13, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$400/hr

“Consultation Services under the Hourly Contract are provided on an hourly basis billed at $400 per hour.”

Annual fee

$4,000⁠-⁠$30,000/yr

“The first year Open Retainer fee ranges from $4,000 to $30,000.”

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

How Paragon Financial Advisors bills

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

• “For most clients, renewal year fees are payable semi-annually on April 1 and October 1.”
• “In no event will PFA collect more than $500.00 more than six months in advance from any client, unless requested by the client.”
• “Payment is due upon completion of the agreed upon services.”

How Paragon Financial Advisors’ fees compare

• Its hourly rate of $400 is above the Massachusetts median of $300. 81% of the 183 other Massachusetts planners that publish an hourly rate charge less.
• 2 of the 4 other planners in Newton that publish an hourly rate charge less.
• Its annual fee of $4,000-$30,000 spans the Massachusetts median of $8,250. 77% of the 62 other Massachusetts planners that publish an annual fee charge less.
• 3 of the 3 other planners in Newton that publish an annual fee charge less.
• It doesn't charge a percentage of the assets it manages, so its fee won't grow with your portfolio.

About Paragon Financial Advisors

• Solo practice: one person runs the firm, so you work directly with the planner.
• Credentials named in the brochure: CFP®.
• Registered as an adviser: 2005 (21 years).

Firm details from Form ADV

How the firm is paid

Hourly fees, fixed or flat fees

Charges a % of assets

No

Clients

36

Employees

1

Works with

Individuals

Services reported to regulators

Financial planning and portfolio management for individuals and small businesses

Assets managed

$113,000,000

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

133856

Website

paragonfinancialadvisors.com (opens in new tab)

Phone

(617) 641-2446

Other planners in Newton that publish fees

• Brock Hill Wealth ManagementNewton$500/hr
• Emma Research LLCNewton$200/hr
• Insight Financial StrategistsNewton$300/hr, $5,500
• Philip J. Sagan Financial Consulting, Inc.Newton$425/hr
• Renaissance Wealth Advisors, LLCNewton$1,500⁠-⁠$20,000/yr
• Takayoshi Wealth Management LLCNewton$5,000, $3,500/yr

Compare all 8 planners in Newton