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 discretionary and non‑discretionary portfolio management, financial planning, and advisory services to individuals, high‑net‑worth clients, businesses, and other investment advisers, as described in its brochure. The firm offers managed account programs and standalone planning or consulting engagements and tailors advice to client objectives and suitability information gathered at account opening.
Paragon’s investment approach emphasizes customized asset allocation informed by methods such as fundamental and technical analysis, ETF/mutual fund selection, dollar‑cost averaging, and both long‑ and short‑term strategies, with a stated primary goal of preserving purchasing power over the long term. The brochure also discloses the use of less liquid products—including interval and other restricted‑access funds—and explains the special handling and redemption mechanics tied to those holdings.
Compared with many peers, Paragon explicitly includes other registered investment advisers among its client types and discloses providing performance presentations, including hypothetical or advertised results, in its public materials. The firm is relatively new to SEC registration (founded in 2020 and SEC‑registered in 2026), manages a mix of discretionary and non‑discretionary assets, and notes that some recommended allocations and access to restricted funds are treated as firm intellectual property with specific redemption procedures.
Client services
Expertise
Fee options
$1,000 to $10,000 per project (fixed fee for longer-term consulting projects)
$0 - $1,000,000: 1.00% $1,000,001 - $2,000,000: 0.90% $2,000,001 - $3,000,000: 0.80% $3,000,001 - $4,000,000: 0.70% $4,000,001 - $5,000,000: 0.60% $5,000,001 - $10,000,000: 0.50% $10,000,001 - $25,000,000: 0.40% $25,000,001 - $50,000,000: 0.30% $50,000,001 - $100,000,000: 0.20% $100,000,001+: 0.10%
$100 - $250 per hour (negotiable)
Account minimum: $100,000 for access only advisory account; $300,000 for full service account Fee-only: Blended asset under advisement annual fees up to 1.00% depending on asset levels; Financial planning fees charged as fixed fee or hourly rate
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:
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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.
Quick links
Advisors at this firm
Corey W
Series 65
Northville, MI
Paragon Investing, LLC
Corey Wangler is a Series 65 licensed financial advisor at Paragon Investing, LLC with seven years of industry experience. His prior roles include positions at Sunpointe, LLC, where he served on the investment committee, and Mercer Investment Consulting, LLC. Paragon Investing provides investment advisory and financial planning services to individuals, high-net-worth clients, other investment advisers, and businesses. The firm tailors advice based on client objectives and employs a range of investment strategies, including asset allocation, fundamental and technical analysis, and the use of both liquid and restricted-access funds.
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 joining Paragon Investing, he worked for Prospect Capital Restaurants and Little Caesars Enterprises. Paragon Investing provides discretionary and non-discretionary portfolio management, financial planning, and advisory services to individuals, high-net-worth clients, businesses, and other investment advisers. The firm’s investment approach includes customized asset allocation using fundamental and technical analysis, ETF and mutual fund selection, and both long- and short-term strategies, with a primary goal of preserving purchasing power over the long term.
Jonathan C
CFP®, Series 65
Detroit, MI
Paragon Investing, LLC
Jonathan Carender is a CFP® and holds a Series 65 license, currently serving as a financial advisor at Paragon Investing, LLC with six years at the firm and five years of total industry experience. Prior to joining Paragon Investing in 2020, he worked at Scio Software and TKS Industrial Company. Paragon Investing provides investment advisory and financial planning services to individuals, high-net-worth clients, other investment advisers, and businesses. The firm employs a tailored approach using asset allocation, dollar-cost averaging, fundamental and technical analysis, and a range of investment vehicles including mutual funds, ETFs, and restricted-access funds.
Trevor Y
Series 65
Henderson, NV
Paragon Investing, LLC
Trevor Young is a financial advisor at Paragon Investing, LLC in Henderson, NV, holding a Series 65 designation with one year of industry experience. His prior work includes roles at Finity, MHC Software, and Deloitte Consulting. Paragon Investing provides portfolio management, financial planning, and advisory services to individuals, high-net-worth clients, businesses, and other investment advisers. The firm emphasizes customized asset allocation using fundamental and technical analysis, ETF and mutual fund selection, and a mix of long- and short-term strategies aimed at preserving purchasing power over the long term.
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