Paradise Advisor Group LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Paradise Advisor Group LLC is an independent registered investment adviser that provides discretionary wealth management, financial planning, and retirement-plan advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and employer-sponsored retirement plans. The firm operates under several DBAs — QE Wealth Management (integration of real estate into wealth management), Legacy Resource Group (trust and trustee-focused services), and Paragon Plan Services (retirement plan advisory) — to deliver these services.
The firm acts as a fiduciary and typically constructs diversified, primarily long-term portfolios using mutual funds, ETFs, and individual equities, applying both fundamental and technical analysis and an internal due diligence process. Accounts are monitored on an ongoing basis with formal reviews at least annually, and the firm generally manages client assets on a discretionary basis while using an institutional custodial relationship for execution and custody.
The firm’s practice includes two features that are uncommon among independent peers: the principal is a licensed insurance professional who may receive commission-based compensation for insurance product sales, and the firm provides ERISA-focused, non-discretionary retirement plan consulting and investment oversight through Paragon Plan Services. Additional distinguishing details include a small client base (about 19 clients and roughly $8 million in AUM), the use of specialized DBAs for niche services, and the principal’s involvement in a separate software business and holding of an Accredited Investment Fiduciary (AIF) designation.
Client services
Expertise
Fee options
$0 - $500,000: 1.50% $500,001 - $1,000,000: 1.25% $1,000,001 - $3,000,000: 1.00% $3,000,001 - $10,000,000: 0.75% $10,000,001+: 0.50%
Fee-only: Wealth management fees range from 0.50% to 1.50% based on tiered schedule; Retirement plan advisory fees up to 1.00% annually
Main office
Portland OR
Advisors at this office
1
Most active in
Oregon · Washington
Also doing business as
Legacy Resource Group · Paradise Advisor Group LLC · Paragon Plan Services · Qe Wealth Management
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:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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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.
Forms ADV
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