Paradigm Advisors, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$130,266,389
Clients
82
Advisors
4
of 4 employees
About
Paradigm Advisors serves individuals and high‑net‑worth clients as well as pension and profit‑sharing plans, charitable organizations, and businesses, offering discretionary investment management, comprehensive and targeted financial planning, and personal tax return preparation facilitated through a third‑party provider. Clients can engage ongoing planning via monthly or quarterly retainers, fixed‑fee financial plans, or traditional investment management tied to a client‑specific investment policy.
The firm implements a passive, model‑based investment approach, assigning each account to a model portfolio built primarily from low‑cost, broadly diversified exchange‑traded funds—principally funds managed by Dimensional Fund Advisors—and rebalances toward model targets approximately every six months while considering cash needs and tax consequences. Paradigm custodies client assets at Fidelity/NFS, generally executes trades through that platform, and generally does not aggregate (block) client orders, meaning clients trading the same security on the same day may receive different execution prices.
Distinctive elements in Paradigm’s brochure include its emphasis on continuous, retainer‑based comprehensive planning with ongoing planner access and the offering of personal tax return preparation alongside advisory services, a combination that is less common among peers. The firm also provides educational seminars and workshops and explicitly documents its directed‑brokerage arrangement and trade sequencing practices, signaling a focus on client education and transparent disclosure of potential execution‑related conflicts.
Client services
Expertise
Fee options
Financial Planning fixed fee $2,500 to $90,000, negotiable
$1 - $500,000: 0.75% $500,001 - $1,500,000: 0.60% $1,500,001 - $3,000,000: 0.50% $3,000,001+: 0.40%
Financial Planning hourly rate $150 to $400 per hour
Comprehensive Financial Planning monthly or quarterly retainer fees from $400 to $6,000 per month
Account minimum: $10,000 Minimum fee: $250 minimum account fee Fee-only: Comprehensive Financial Planning: $6,000 to $75,000 initial fee first year; $400 to $6,000 monthly ongoing fees; Financial Planning may be fixed fee $2,500 to $90,000 or hourly $150 to $400/hour
Main office
8201 Preston Road, Suite 310
Dallas TX 75225
Advisors at this office
4
Most active in
Arkansas · Michigan · Texas
Also doing business as
Paradigm Advisors, L.L.C. · Paradigm Advisors, LLC · Paradigm Investment Management, L.P. (Relying Adviser)
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
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