Paradigm Advisors, LLC logo

Paradigm Advisors, LLC

Updated today

Client AUM

$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

Financial planning Portfolio management Educational seminars or workshops

Expertise

Passive / index investing Tax-loss harvesting Cash flow / budgeting

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Fee options

Fixed

Financial Planning fixed fee $2,500 to $90,000, negotiable

Percentage

$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%

Project-based

Financial Planning hourly rate $150 to $400 per hour

Subscriptions

Comprehensive Financial Planning monthly or quarterly retainer fees from $400 to $6,000 per month

Other

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

Advisors at this firm

user avatar

Kathleen H

Series 63, Series 65

Dallas, TX

Paradigm Advisors, LLC

Kathleen Hood is a financial advisor with Paradigm Advisors, LLC in Dallas, TX, holding Series 63 and Series 65 licenses and two years of industry experience. Her prior work includes roles at Harbor Light Planning and NorthWestern Mutual, as well as eight years with Handy Dandy Homes LLC. Paradigm Advisors serves individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and businesses with discretionary investment management, financial planning, and personal tax return preparation. The firm uses a passive, model-based investment approach focused on low-cost, diversified ETFs and emphasizes continuous planning through retainer arrangements and client education.

Passive / index investing Tax-loss harvesting Cash flow / budgeting
user avatar

William D

CFA®

Dallas, TX

Paradigm Advisors, LLC

William Dunk is a CFA® charterholder with 23 years of industry experience. He has been with Paradigm Advisors, LLC since 1995. Based in Dallas, TX, he is one of three advisors at the firm. Paradigm Advisors serves individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and businesses. The firm offers discretionary investment management, comprehensive and targeted financial planning, and personal tax return preparation through a third-party provider, employing a passive, model-based investment approach with a focus on low-cost, diversified ETFs.

Passive / index investing Tax-loss harvesting Cash flow / budgeting

Michelle G

CFP®, CPA, PFS™

Dallas, TX

Paradigm Advisors, LLC

I have always had a passion for helping people and resolving complex issues. My diverse experiences working in different areas of finance – accounting, tax, family office environment, hedge funds and ultimately becoming an entrepreneur – make me uniquely qualified to serve your needs. My professional career started with three years in public accounting at Arthur Andersen, where I learned firsthand the positive impact of strategic tax planning on wealth accumulation. I transitioned into investment management at a Dallas-based family office before venturing into non-traditional investment strategies and founding Paradigm, where we successfully managed alternative investments for over two decades. I received a Masters of Accountancy with a concentration in Taxation and a Bachelor of Science in Business with a concentration in Accounting from the University of Tennessee. I am a Certified Public Accountant (CPA) and Certified Financial Planner (CFP®). When I'm not helping others plan for their future, I'm enjoying time with family and friends. My favorite activities include walking, bridge, savoring good food and wine and traveling anywhere and everywhere...connecting with others along the way while I explore local cultures.

Passive / index investing Tax-loss harvesting Cash flow / budgeting Young Families Young Professionals Gen Y/Millennials (Born 1980-1995)
user avatar

Alexander G

Series 65

Dallas, TX

Paradigm Advisors, LLC

Alexander Gass is a financial advisor at Paradigm Advisors, LLC in Dallas, TX, holding a Series 65 credential. He has professional experience at AlixPartners, Alvarez and Marsal, and KPMG prior to joining Paradigm Advisors in 2026. Paradigm Advisors serves individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and businesses. The firm uses a passive, model-based investment approach with primarily low-cost, broadly diversified ETFs and offers discretionary investment management, comprehensive financial planning, and personal tax return preparation through a third-party provider.

Passive / index investing Tax-loss harvesting Cash flow / budgeting
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