Paraplan OnDemand
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About
Paraplan OnDemand provides outsourced paraplanning and analytical support to financial advisors, advisory firms, and other professional entities, preparing financial models, scenario analyses, planning summaries, and meeting-support materials. The firm operates exclusively on a business-to-business basis and does not maintain direct advisory relationships with underlying retail clients or manage client accounts.
Work is delivered as project-based analytical services using financial planning software, spreadsheet models, and firm templates; the firm prepares assumptions and analytical outputs while the engaging advisor retains responsibility for final recommendations and client communications. Paraplan OnDemand charges fixed, pre-agreed fees for engagements rather than percentage-of-assets or performance-based compensation, and it does not provide portfolio management, custody, or discretionary trading.
Compared with many independent advisory firms, the firm’s exclusive B2B paraplanning model, absence of portfolio management for individuals, and reliance on fixed project fees are noteworthy. The principal also conducts unrelated outside businesses and the firm is operating as an adviser applicant with no regulatory assets under management at this time.
Client services
Expertise
Fee options
Fixed fees ranging approximately from $250 to $1,500 depending on service type and scope.
Fee-only: Fixed fees per engagement or service, e.g., Data Entry / Plan Setup: approximately $500 per engagement; Basic Planning Support: approximately $1,000 per engagement; Comprehensive Planning Support: approximately $1,500 per engagement; Add-On Analyses: approximately $250 per analysis; Meeting Support: $250 per meeting.
Main office
Pittsburgh PA
Advisors at this office
1
Most active in
Pennsylvania
Also doing business as
Cawley Investment Holdings LLC · Paraplan Ondemand
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.
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