Dallas has hundreds of advisors.
What makes Paradigm Advisors right for you?
The Dallas-Fort Worth Metroplex is full of people who call themselves financial advisors. The differences between them are real, and they are worth understanding before you choose. Three questions tell you most of what you need to know.
Who pays your advisor?
We are fee-only. Our clients are the only ones who pay us. We take no commissions, no revenue sharing, and no product incentives. As fiduciaries, we are committed to placing your interests first.
Who will you work with?
A dedicated team, led by senior advisors who hold the CFA, CFP, CPA, and RLP designations across investing, planning, tax, and life planning. You work with the people who built the firm, not a junior associate you never met during a sales process.
What is our investment experience?
Our team managed institutional investment strategies for more than two decades before focusing on comprehensive planning. That background is uncommon among planning firms, and it shows up in how we build portfolios: disciplined, evidence-based, and tax-aware, rather than driven by product sales or market predictions.
How does your pricing work?
We publish our fees, because you should not have to book a call to learn what something costs. Comprehensive planning starts at $6,000 per year and is priced based on the complexity of your situation. Investment management is 0.75% per year on the first $500,000 under management and steps down from there as assets grow. No commissions and no hidden fees.
Who we serve across the Dallas-Fort Worth Metroplex
Our clients are accomplished professionals and dual-career households in their prime wealth-building years, whose finances have outgrown a do-it-yourself approach:
- Corporate executives and directors with stock options, RSUs, deferred compensation, and complex benefit elections
- Dual-career families in their 30s and 40s balancing college savings, retirement, and the cost of a growing life in DFW
- Professionals with equity compensation who need tax-smart decisions on vesting, exercising, and/or selling down their positions
- People facing major life changes: selling your business, managing a large inheritance, the loss of a loved one, geographic relocation, career change/advancement, and more
A Dallas firm since 1992
Paradigm was founded in Dallas in 1992, and most of our team is local. Our Dallas office is located in Preston Center, 8201 Preston Road, Suite 310.
Michelle Underwood Gass, our Principal and Lead Advisor, holds the CPA, CFP, and RLP designations and began her career in public accounting and investment management in Dallas. Kirk Dunk, our Head of Investment Management, holds his CFA designation and has managed investment strategies in Dallas since the firm’s founding.
The complete Paradigm team is here.
Ready to talk?
Start with a complimentary call. Let's figure out together whether we're the right fit.
Paradigm Advisors, Dallas Office
8201 Preston Road, Suite 310
Dallas, Texas 75225
214.756.6066 · pallc@paradigmadvisors.com