Paradigm Investment Advisory LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$0
Clients
0
Advisors
2
of 2 employees
About
Paradigm serves individual investors (the firm says it typically engages clients with investable net worth over $500,000), as well as pension plans, corporations, trusts and other entities. Its core services include fee-based financial planning and consulting, retirement plan consulting for small to mid-sized qualified plans (often 10–50 participants), and acting as a solicitor/referral source to unaffiliated third‑party money managers.
The firm’s work emphasizes written financial plans, retirement and college‑savings projections, periodic investment and insurance reviews, and manager due diligence rather than in‑house active security selection. Paradigm does not take custody of client assets or exercise investment discretion for client accounts, and planning fees are typically flat and invoiced directly rather than debited from custodial accounts.
Notably, principals of the firm serve as sponsors and managers of privately offered conduit investment funds (e.g., Acquire Investments and related funds) and operate several affiliated investment entities, an arrangement the brochure discloses alongside other outside business activities. The brochure also discloses that related persons sell insurance and that recommendations may lead to implementation by related parties, which could create conflicts of interest that clients should consider.
Client services
Expertise
Occupation focus
Fee options
Financial planning fees are flat fees typically between $1,000 and $5,000.
Retirement plan services may be billed at predetermined hourly rates; fees are negotiable and disclosed in client agreements.
Account minimum: $500,000 Minimum fee: Financial planning fees are flat fees typically between $1,000 and $5,000. Fee-only: Fees are based on flat fees and hourly charges; financial planning fees billed directly and not deducted from accounts.
Main office
1611 Suite A, Akron Peninsula Rd
Akron OH 44313
Advisors at this office
2
Most active in
Ohio
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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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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.
Forms ADV
Advisors at this firm
William M
CFP®, ChFC®, Series 63
Akron, OH
Paradigm Investment Advisory LLC
William Manby is a CFP® and ChFC® with 24 years of industry experience. He is affiliated with Paradigm Investment Advisory LLC and has held roles at Simplicity Wealth LLC, Paradigm Holdings LLC, OnPointe Advisory and Financial Services, LLC, and Manby Financial Strategies, Inc. He is also a licensed fixed insurance agent. Paradigm Investment Advisory provides fee-based investment advisory and financial planning services to both individual and institutional clients, focusing on manager due diligence, asset allocation, and fundamental analysis while relying on third-party money managers for security selection. The firm also sponsors multiple privately offered conduit investment funds and offers retirement-plan fiduciary and administrative support.
William M
ChFC®, Series 63
Akron, OH
Paradigm Investment Advisory LLC
William Manby Jr. is a financial advisor at Paradigm Investment Advisory LLC with over 32 years of industry experience. He holds the ChFC® designation and Series 63 license. Manby has held leadership roles in several related entities, including Paradigm Equity Strategies LLC, where he serves as president and CEO. He is active in community organizations such as the Akron Rotary Club and the Akron Community Foundation. Paradigm Investment Advisory provides fee-based investment advisory and financial planning services to individuals and institutional clients, including pension plans, trusts, and charitable foundations. The firm emphasizes third-party money manager due diligence, asset allocation, and fundamental analysis, and manages multiple privately offered conduit investment funds.
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