Paragon Wealth Strategies

Wealth Management Firm in Jacksonville, FL

Firm Info
Address: 10245 Centurion Pkwy N #106, Jacksonville, FL 32256, USA
Phone: (904) 861-0093

Firm Size
Assets Under Management: $530 million
# of Advisors: 7
# of Clients: 1,450
Client to Advisor Ratio: 207:1
Average Account Size: $365,550
# of Offices: 1

Services Offered
  • Financial Planning
  • Portfolio Management for Individuals & Small Businesses
  • Educational Seminars & Workshops

Types of Clients
  • Individuals (Not High Net Worth)
  • Individuals High Net Worth

    *>=750k in Investable Assets or >=1.5m of Estimated Total Net Worth

  • Corporations or Other Businesses Not Listed Above

Available Fee Structures
  • Percentage of Assets Under Management (AUM)
  • Fixed Fees (Other than subscription)
  • Other

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Paragon Wealth Strategies, LLC. Overview

Paragon Wealth Strategies, LLC is a fee-only investment advisory firm headquartered in Jacksonville, FL. The firm has been in business since 2014 and provides investment advice exclusively. As such, the firm's clients can be confident that the advice they receive is unbiased and free from conflicts of interest. The firm's services include financial planning, portfolio management for individuals and small businesses, and educational seminars and workshops. Paragon Wealth Strategies takes a holistic approach to financial planning, looking at all aspects of a client's financial situation to develop a personalized plan that aligns with their goals. In terms of portfolio management, the firm offers tailored investment solutions to help clients grow and preserve their wealth over time. Paragon Wealth Strategies also places a high value on education, with a focus on providing seminars and workshops to help clients develop financial literacy and make informed decisions. As a fee-only firm, Paragon Wealth Strategies does not earn commissions or other compensation for recommending specific investment products or services. Instead, the firm's fees are derived solely from the advisory services provided to clients, which helps to align the firm's interests with those of its clients.

PARAGON WEALTH STRATEGIES, LLC is a prominent financial advisory firm that serves a diverse range of clientele. Their client roster includes individuals, high net worth individuals, and many different types of corporations that seek strategic and tailored financial planning. With decades of experience and a proven track record of providing reliable financial guidance, PARAGON WEALTH STRATEGIES, LLC has built a reputation for excellence in the industry. PARAGON WEALTH STRATEGIES, LLC offers a number of different fee structures to meet the unique financial needs of their clients. Depending on the type of service provided, clients may choose from percentage of assets under management (AUM) fees, fixed fees, or other types of fees. The percentage of AUM fee structure is calculated by taking a percentage of the total value of a client's assets under management. Fixed fees are typically set for a specified period and cover a range of financial planning services. Other types of fees are available depending on specific client needs and can be discussed with the qualified advisors of PARAGON WEALTH STRATEGIES, LLC. Clients are encouraged to carefully review all available fee structures to determine the best option for their individual goals and financial capacity.

Typical Clients, Fee Structures & Investment Minimum

The Part 2 Brochure for Paragon Wealth Strategies, LLC states that their investment minimum differs among clients, as it is subject to the minimum account requirements and advisory fees in effect at the time the client entered into the advisory relationship. Therefore, it is not possible to determine a specific investment minimum for the firm.

How This Office Can Help Jacksonville, FL Residents

Paragon Wealth Strategies is a financial advisory firm based in Jacksonville, FL that specializes in providing tailored financial solutions to individuals and families. Their team of seasoned professionals understands that each client has unique goals, preferences, and challenges when it comes to their finances, and they work closely with each one to ensure they receive customized recommendations and personalized attention. As a resident of Jacksonville, FL, one might be facing a range of financial pressures and hurdles. High levels of debt, the rising cost of living, and the complex financial landscape can make it difficult to build wealth and achieve one's financial goals. The team at Paragon Wealth Strategies has extensive knowledge and experience in helping clients navigate these challenges and design strategies to address their specific needs. Whether one is looking to save for retirement, manage their investments, create a financial plan, or build a legacy for their family, Paragon Wealth Strategies can offer guidance and support every step of the way.

To view the Minimum Investment and Fee Schedule for Paragon Wealth Strategies, LLC., visit their Part 2 Brochure.

Services Offered by Paragon Wealth Strategies, LLC.

Core Advisor Services
Financial Planning

Financial planning services encompass the process of devising strategies for your future financial well-being, including preparing for events such as retirement, funding your child's college education, or planning for the transfer of assets.

Portfolio Management for Individuals & Small Businesses

Portfolio management entails the careful selection and strategic management of investment combinations tailored to meet the needs of individuals and small businesses.

Market Timing Services

Market timing services involve the endeavor to generate short-term profits from investments by capitalizing on opportunities to buy at low prices and sell at high prices.

Other Services
Selection of Other Advisors

The firm provides support in selecting and engaging other advisors who possess specialized expertise to complement your financial needs.

Publication of Periodicals or Newsletters

The firm engages in the dissemination of diverse financial educational materials through the publication of periodicals.

Educational Seminars & Workshops

The firm organizes and conducts seminars or workshops aimed at enlightening investors on various financial concepts.


Fee Structures

Financial advisory fees usually are based on the services provided. Fee types charged by Paragon Wealth Strategies, LLC. most likely consist of the following fee types: asset-based, hourly or fixed. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by the firm.

Available
Percentage of Assets Under Management (AUM)
Fixed Fees (Other than subscription)
Other
Unavailable
Hourly
Subscription (Newsletter or Periodical)
Commissions
Performance-based Fees

Types of Clients

*The Securities & Exchange Commission defines someone as “high net worth” if they have $750,000 or more in investable assets or $1.5M of estimated total net worth.


This Office Location

Firm location 10245 Centurion Pkwy N #106, Jacksonville, FL 32256, USA
Phone (904) 861-0093
Opening Hours
  • Mon 9 AM–5 PM
  • Tue 9 AM–5 PM
  • Wed 9 AM–5 PM
  • Thu 9 AM–5 PM
  • Fri 9 AM–5 PM
  • Sat Closed
  • Sun Closed
Directions
Google My Business Reviews:
5 Stars  |  3 Reviews

Other Office Locations

This firm has no other locations.

State Registrations

Paragon Wealth Strategies, LLC. is registered to service clients in the following states:

  • California
  • Florida
  • Georgia
  • Nevada
  • New Hampshire
  • North Carolina
  • Ohio
  • South Carolina
  • Texas
  • Virginia

Disciplinary History

Paragon Wealth Strategies, LLC. does not have any disclosures. Please visit it's Form ADV for more details.

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