We’ll Meet You Where You Are.
Whether you’re just getting serious about saving or you’re a seasoned professional, Paradigm Advisors is here to help you focus on achieving your dreams while you’re navigating everyday life.
Whether you’re just getting serious about saving or you’re a seasoned professional, Paradigm Advisors is here to help you focus on achieving your dreams while you’re navigating everyday life.
At Paradigm, we value objectivity, integrity and transparency. We provide fee-only financial planning focused on guidance and support. Our advisors don’t collect commissions on any investments we recommend, allowing us to offer truly objective advice.
We’ve created a three step process that makes it easy to collaborate and customize a plan tailored to your goals.
We want to understand who you are and where you want to be, both now and in the future. We’ll work together to aggregate your information, then we’ll design a plan that works for you. Paradigm Advisors uses Riskalyze to help discover your patented Risk Number®.
We’ll help you take the second (and sometimes scariest) step: putting your plan into action. Whether we’re diving into the details around purchasing a new home or revising your estate plan, we’ll come up with solutions together. We provide strategic direction, asset allocation and investment advice.
Living your life with peace of mind should be a priority, but we’re all human. We know that life is unpredictable and its only constant is change. As questions start to arise, feel confident that a team of advisors at Paradigm will support you each step of the way.
Ever feel overwhelmed by the idea of financial planning? We understand. That’s why we want to help people who are still in the early stages of their career. We assist clients who are considering important life decisions such as buying a house, starting a family or changing careers. We want to arm you with sound guidance that will help you avoid consequential mistakes.
We might be a good fit to work together if:
Are you an established professional but not yet ready to retire? Have you experienced an unexpected life change and need help navigating the future? Whether you’re considering retirement savings strategies, evaluating private school for your children, purchasing a second home, saving for college or supporting your elderly parents, we’re here to help. Our goal is to check things off your to-do list so you feel financially prepared.
We might be a good fit to work together if:
We truly believe our unique perspective sets us apart. Each member of our team has over 25 years of experience in varied wealth management and financial planning roles. Our extensive knowledge of investing, taxation, trust and estate planning shapes our view toward risk management and staying the course. Combined with our well-recognized credentials (CFA®, CFP®, CPA), this perspective qualifies us to advise clients navigating life’s difficult choices.
The Masters: We provide clarity, insight and direction around your finances to help you achieve your life goals. Our comprehensive financial planning services are delivered within the context of a collaborative client/advisor relationship.
The Explorers: We have developed a special approach for those in the early wealth accumulation stage of their lives, enabling us to meet your unique needs at a lower entry price.
Special Projects: We understand that there are instances where you may not need a comprehensive financial plan and instead wish to address a specific circumstance or life change.
We provide strategic direction, asset allocation and investment advice to our clients with the overarching goal of capital preservation and long-term growth.
We take an active approach to passive investment management. We invest primarily in exchange-traded funds (ETFs) and mutual funds, with a constant eye on liquidity for our clients.
Above all, we manage our clients’ portfolios for the long term, with a “stay the course” philosophy on risk management.
Our fees are customizable because everyone’s needs are different. There are three components to our fee structure:
Initial Plan: The initial fee for Paradigm’s comprehensive financial planning package, our best value, is $2,500 - $35,000 and includes everything from insurance and education planning to long-term care needs and charitable giving strategies. In most circumstances, our Explorers Program will have a more economical fee for the initial plan. If your need is more defined, we can work with you on a project or hourly basis.
Retainer: A monthly retainer of $200 - $2,500 is charged based on your income, diversity of assets and complexity of the work. The monthly retainer provides you with access and interaction with the Paradigm team as a sounding board for financial advice throughout the year. We view our relationship with you as an ongoing partnership.
Investment Management: Investment Management fees are 75 basis points per annum for the first $500,000 of assets under management and decline on a tiered basis to as low as 40 basis points.
Fee-only financial planning means we’re only paid by our clients. We’re compensated solely by the fees we charge directly to our clients, not via commissions or other kickbacks. It’s important to you because it ensures you that our advice is unbiased and in your best interest. Since we’re not tied to proprietary financial products, we can recommend the most cost-effective and appropriate solution for you.
No you don’t! We recognize that financial planning is appropriate for different stages of life. For many young professionals, time is your greatest asset - so start now. It’s not about how much money you have. We’re here to help you build a strong financial foundation and to watch you grow.
With over 25 years of experience, our team has collectively worked across all areas of wealth management and financial planning. We invest for the long term. We keep investment costs low, diversify, rebalance regularly and believe in asset allocation. Our experience and credentials (CFA®, CFP®, CPA) mean we’re qualified to advise and coach clients through many of life’s difficult choices.
We’re physically based in Dallas, Texas and in Fayetteville, Arkansas - but we’re a virtual practice. We can work with you seamlessly and efficiently, regardless of where you are in the world. We’ll help you make financial decisions, either in person or online, that impact your life now and in the future.
We're physically based in Dallas, Texas and in Fayetteville, Arkansas - but we are a virtual practice. We can work with you seamlessly and efficiently, regardless of where you are in the world.
8117 Preston Road, Suite 725
Dallas, Texas 75225
214.756.6066
pallc@paradigmadvisors.com
102 East Sunbridge, Suite 2
Fayetteville, Arkansas 72703
479.777.2727
pallc@paradigmadvisors.com
