Paragon Financial Partners fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 18, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee

$3,500⁠-⁠$100,000

“Fixed fees range from $3,500 to $100,000.”

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

How Paragon Financial Partners bills

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

• “Fees for Advisory Services Wealth Management Services Wealth management fees are paid quarterly, in advance of each calendar quarter, pursuant to the terms of the wealth management agreement.”
• “The wealth management fee in the first quarter of service is prorated from the inception date of the account[s] to the end of the first quarter.”
• “Fees may be negotiable at the sole discretion of the Advisor.”

How Paragon Financial Partners’ fees compare

• Its flat or project fee of $3,500-$100,000 spans the California median of $5,000. 98% of the 796 other California planners that publish a flat or project fee charge less.
• 5 of the 5 other planners in Woodland Hills that publish a flat or project fee charge less.

About Paragon Financial Partners

• Firm size: 2 employees.
• Credentials named in the brochure: CFP®.
• Registered as an adviser: 2011 (15 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

$15,000 minimum fee (stated in brochure)

Clients

127

Employees

2

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, and other services

Assets managed

$329,584,543

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

158041

Website

paragonpodcast.com (opens in new tab)

Phone

(310) 557-1515

Can advise clients in 2 states: California, Texas

Other planners in Woodland Hills that publish fees

• Coulombe and Sons Wealth ManagementWoodland Hills$250/hr, $2,500⁠-⁠$6,500
• Hesen & HaslamWoodland Hills$350/hr, $10,000
• Mullaney Financial & Tax, Inc.Woodland Hills$7,800
• Oder Investment Management, LLCWoodland Hills$200/hr, $1,000⁠-⁠$5,000
• Pacific Oak Financial Planning LLCWoodland Hills$3,000⁠-⁠$12,500, $1,500⁠-⁠$6,250/qtr
• R-Tech Advisors, Inc.Woodland Hills$2,500⁠-⁠$25,000/yr

Compare all 14 planners in Woodland Hills