Paragon Financial Advisors
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About
Paragon Financial Advisors provides comprehensive financial planning and investment advisory services for individuals and families, addressing retirement planning, tax and estate planning, risk management, and small‑business planning. The firm offers ongoing retainer engagements as well as limited‑scope financial reviews and hourly consultations to match varying client needs.
Investment guidance is tailored around each client’s tax situation, risk tolerance and financial goals, with portfolios typically constructed from no‑load mutual funds, ETFs, government securities and individual bonds. Portfolio management is delivered on a non‑discretionary basis—recommendations are implemented only with client approval—and the firm operates on a fee‑only model without performance‑based compensation.
Distinctive features include a primary reliance on non‑discretionary relationships together with fixed retainer, flat‑fee review and hourly billing arrangements rather than charging a percentage‑of‑assets. The firm manages approximately $113 million for a relatively small client base, does not take custody or vote proxies for clients, and can include tax preparation and planning services as part of its offerings.
Client services
Expertise
Fee options
Financial Review fees range from $900 to $5,000 as a flat amount; Open Retainer is a flat annual fee from $4,000 to $30,000 first year
Hourly Consultation billed at $390 per hour
Minimum fee: Open Retainer fee ranges from $4,000 to $30,000 in the first year; $4,000 to $24,000 for renewal years Fee-only: Fee-only financial advisory firm compensated solely by professional fees; no commissions or third-party compensation
Main office
1150 Walnut St
Newton MA 02461
Advisors at this office
1
Most active in
Massachusetts
Also doing business as
Levit, Dana Jean · Paragon Financial Advisors
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.
Forms ADV
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