Paradigm Advisors, LLC

Paradigm Advisors, LLC (CRD# 114515) is a financial advisory firm headquartered in Dallas, TX. They manage $14,900,000 in 27 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    15
    MILLION
  • Total Number of Accounts
    27
    ACCOUNTS
  • Average Account Value
    $551,852
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Educational seminars/workshops
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AR, TX

Financial Advisors at Paradigm Advisors, LLC
Showing 1 - 3 of 3 top financial advisors.
1
Michelle U. Gass
CRD#: 4455851
8117 Preston Road, Suite 725, Dallas, TX 75225
91
Wealthminder
score

Michelle Gass (CRD# 4455851) is an Investment Advisor Representative working at Paradigm Advisors, LLC in Dallas, TX and has 1 year of experience in the finance industry. Michelle Gass has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
William K. Dunk
CRD#: 4455858
8117 Preston Road, Suite 725, Dallas, TX 75225
90
Wealthminder
score

William Dunk (CRD# 4455858) is an Investment Advisor Representative working at Paradigm Advisors, LLC in Dallas, TX and has 1 year of experience in the finance industry.

3
J. C. Floyd
CRD#: 5076807
8117 Preston Road, Suite 725, Dallas, TX 75225
90
Wealthminder
score

J. Floyd (CRD# 5076807) is an Investment Advisor Representative working at Paradigm Advisors, LLC in Dallas, TX and has 1 year of experience in the finance industry. J. Floyd has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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