Paragon Investing, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$133,500,000
Clients
175
Advisors
4
across 4 offices
About
Paragon Investing provides investment advisory and financial planning services to individuals, high net worth individuals, businesses, and other investment advisers. The firm offers both discretionary and non‑discretionary managed accounts, portfolio management, and standalone or bundled financial planning and consulting services, with account minimums disclosed for access‑only and full‑service programs.
The firm’s investment process is tailored to client objectives, time horizon, and risk tolerance and can incorporate asset allocation, dollar‑cost averaging, technical and fundamental analysis, and use of mutual funds, ETFs and interval funds. Paragon states a primary goal of preserving purchasing power over the long term and discloses operational controls around third‑party technology, including due diligence on service providers that employ artificial intelligence or machine learning.
Paragon’s brochure notes a client base that explicitly includes other registered investment advisers, a relatively uncommon client type for firms of this size, and it discloses the use of performance materials, including hypothetical performance, in its marketing materials. The firm reports a mix of discretionary and non‑discretionary assets under management and details practices for restricted‑access and interval fund allocations and redemption timing in its client agreement and fee/termination policies.
Client services
Expertise
Fee options
Fixed fees from $1,000 to $10,000 for longer-term consulting projects
$0 - $100,000: 1.40% $100,001 - $250,000: 1.30% $250,001 - $500,000: 1.20% $500,001 - $750,000: 1.10% $750,001 - $1,000,000: 1.00% $1,000,001 - $3,000,000: 1.00% $3,000,001 - $5,000,000: 0.90% $5,000,001 - $10,000,000: 0.80% $10,000,001 - $20,000,000: 0.70% $20,000,001 - $30,000,000: 0.60% $30,000,001 - $50,000,000: 0.50% $50,000,001 - $100,000,000: 0.35% $100,000,001+: 0.20%
$100 - $250 per hour for financial planning services
Account minimum: $100,000 Fee-only: Fixed fees ranging from $1,000 to $10,000 per project for financial planning; hourly fees range from $100 to $250 per hour
Main office
See officeDetroit MI
Advisors at this office
1
Offices (4)
Most active in
California · Louisiana · Michigan · Missouri · Nevada · Texas
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:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
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
Corey W
Series 65
Northville, MI
Paragon Investing, LLC
Corey Wangler is a Series 65 licensed advisor with eight years of industry experience. He is currently with Paragon Investing, LLC, where he has worked since 2021. His prior experience includes roles at Sunpointe, LLC and Mercer Investment Consulting, LLC. Wangler also serves as a committee member on the investment committee of Sunpointe LLC. Paragon Investing provides investment advisory and financial planning services to individuals, high net worth clients, businesses, and other investment advisers. The firm offers tailored investment approaches including discretionary and non-discretionary managed accounts, utilizing asset allocation, fundamental and technical analysis, and a variety of investment vehicles.
Austin C
Series 65
Royal Oak, MI
Paragon Investing, LLC
Austin Cavanaugh is a financial advisor at Paragon Investing, LLC with one year of industry experience. He holds a Series 65 designation. Prior to his current role, he worked for Prospect Capital Restaurants and Little Caesars Enterprises. Paragon Investing provides investment advisory and financial planning services to individuals, high net worth clients, businesses, and other investment advisers. The firm offers tailored investment strategies that consider client objectives and risk tolerance, using various approaches including asset allocation, technical and fundamental analysis, and a range of investment vehicles.
Jonathan C
CFP®, Series 65
Detroit, MI
Paragon Investing, LLC
Jonathan Carender is a CFP®-credentialed financial advisor with six years of industry experience, currently serving at Paragon Investing, LLC since 2020. His prior work includes roles at Scio Software and TKS Industrial Company. Paragon Investing provides investment advisory and financial planning services to individuals, high net worth clients, businesses, and other investment advisers. The firm offers discretionary and non-discretionary managed accounts along with standalone or bundled planning services, tailoring investment processes to client objectives using a mix of asset allocation strategies and fund types.
Trevor Y
Series 65
Henderson, NV
Paragon Investing, LLC
Trevor Young is a financial advisor at Paragon Investing, LLC with a Series 65 designation and one year of industry experience. Prior to his role at Paragon Investing, he worked at Finity and MHC Software and spent three years at Deloitte Consulting. Paragon Investing provides investment advisory and financial planning services to individuals, high net worth clients, businesses, and other investment advisers. The firm offers both discretionary and non-discretionary managed accounts and tailors its investment process to client objectives, incorporating various strategies and asset types to preserve purchasing power over the long term.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)