Paragon Retirement Planning, Inc. fees and pricing

Financial planner in Troy, Michigan. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated April 14, 2026, Paragon Retirement Planning, Inc. charges $200 an hour for financial planning.

Published fees

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

Hourly rate: $200/hr; “Paragon’s hourly rate is $200 for financial consulting services.”

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

“Paragon will provide the client with the information completed to date along with a refund of any fees based on the amount of work completed.”
“Additionally, when the management fee is withdrawn (quarterly or monthly, in advance or in arrears) will vary with each Third-Party Adviser.”
“Upon termination, fees will be prorated for the number of days that services were rendered during the termination billing period.”

Its hourly rate of $200 is below the Michigan median of $250. 16% of the 170 other Michigan planners that publish an hourly rate charge less.
1 of the 13 other planners in Troy that publish an hourly rate charge less.

How the firm is paid: Fixed or flat fees, percentage of assets under management
Charges a % of assets: Yes
Highest asset based fee in brochure: 1.95% a year
Clients: 150
Employees: 4
Works with: Individuals and high net worth individuals
Services reported to regulators: Financial planning and selecting other advisers
Assets managed: $75,000,000
Registered with: State securities regulators
Disciplinary disclosures: None reported
SEC CRD number: 284630
Website: paragonrp.com (opens in new tab)
Phone: (248) 457-4570

Is something on this page wrong or out of date?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