Paragon Retirement Planning, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Paragon serves individual and high‑net‑worth clients with comprehensive and single‑issue financial planning and consulting, generally requiring a $100,000 account minimum (which may be waived). The firm recommends and arranges discretionary portfolio management but does not directly execute portfolio trades for clients.
Paragon’s investment approach emphasizes suitable asset allocation implemented by allocating client assets among model portfolio strategies maintained by unaffiliated sub‑advisors and third‑party investment advisers (the firm monitors objectives and selects or replaces sub‑advisors). The firm relies on market research and third‑party managers for trade execution and ongoing portfolio management while retaining responsibility for the client relationship and periodic reviews.
Noteworthy features disclosed in the brochure include that the firm’s owner also acts as an independent insurance agent and sells insurance products (including fixed annuities) for separate commissions, a potential conflict the firm says it manages through disclosure and policies. Paragon may also act as a solicitor for third‑party advisers and share in their management fees, and it does not proxy vote or take custody of client assets.
Client services
Expertise
Fee options
Comprehensive written financial plan fee ranges from $300 to $5,000 (negotiable)
$0+: 0.25% to 1.2% (Paragon's Fee only) $0+: 0.75% (Fixed, FTA's Fee) $0+: 0.25% to 0.50% (Asset Mark's Fee)
$200 per hour for financial consulting services (negotiable)
Account minimum: $100,000 Fee-only: Financial consulting services: $200 per hour (negotiable); Comprehensive written financial plan: $300 to $5,000 (fixed fee, negotiable)
Main office
50 W Big Beaver Rd, Ste. 410
Troy MI 48084
Advisors at this office
4
Most active in
Michigan
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:
-
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.
Forms ADV
Quick links
Advisors at this firm
Logan B
Series 65
Troy, MI
Paragon Retirement Planning, Inc.
Logan Bauer is a Series 65-licensed financial advisor with Paragon Retirement Planning, Inc. in Troy, MI, with one year of industry experience. His prior roles include positions at Foguth Wealth Management, Comerica Bank, and Raymond James. Paragon Retirement Planning serves individual and high-net-worth clients, offering comprehensive and single-issue financial planning with a minimum account size generally required. The firm employs a model portfolio strategy approach using unaffiliated sub-advisors for portfolio management while maintaining responsibility for client relationships and reviews.
Theresa C
Series 65
Troy, MI
Paragon Retirement Planning, Inc.
Theresa Collins is a financial advisor at Paragon Retirement Planning, Inc. in Troy, MI, holding a Series 65 designation with two years of industry experience. She has worked at Paragon Retirement Planning since 2022 and has prior experience at Financial Services of America from 2006 to 2017. Outside of her advisory role, Collins acts as an independent insurance agent. Paragon Retirement Planning serves individual and high-net-worth clients, offering comprehensive and single-issue financial planning and consulting with a typical account minimum of $100,000. The firm’s investment approach utilizes model portfolios managed by unaffiliated sub-advisors, focusing on asset allocation while retaining responsibility for client relationships and periodic reviews.
Peter L
Series 66
Troy, MI
Paragon Retirement Planning, Inc.
Peter Labrash is a financial advisor at Paragon Retirement Planning, Inc. in Troy, MI, holding a Series 66 designation with two years of industry experience. His prior roles include positions at MML Investors Services, MassMutual Life Insurance, Prudential Financial Planning Services, and other firms. Paragon Retirement Planning serves individual and high-net-worth clients with comprehensive and single-issue financial planning, generally requiring a $100,000 account minimum. The firm emphasizes suitable asset allocation through model portfolio strategies managed by unaffiliated sub-advisors and third-party investment advisers while retaining responsibility for client relationships and reviews.
Daniel S
Series 63, Series 65
Troy, MI
Paragon Retirement Planning, Inc.
Daniel Stavale is a financial advisor with Paragon Retirement Planning, Inc., holding Series 63 and Series 65 credentials and bringing 16 years of industry experience. He is also the president of College Planning Solutions, LLC, which assists college-bound students in finding suitable colleges and securing scholarships. Additionally, Stavale works as an independent insurance agent offering various insurance products, including fixed index annuities. Paragon Retirement Planning serves individual and high-net-worth clients, providing comprehensive and single-issue financial planning and consulting with a typical account minimum of $100,000. The firm employs a model portfolio approach, allocating assets among third-party sub-advisors while maintaining client relationships and overseeing portfolio reviews.
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”)