RIA Intel›Advisers›Michigan›PARAGON RETIREMENT PLANNING, INC.

PARAGON RETIREMENT PLANNING, INC.

Advisory

TROY, MI

Data as of Apr 14, 2026 · Source: SEC Form ADV

Rank in MI

#441

of 521 advisers by AUM

Average account

$188K

across 400 accounts

AUM per adviser

$19M

4 advisers

Source: SEC Form ADV. Figures as filed Apr 14, 2026.

Total AUM

$75M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

4

Assets Under Management

Total AUM$75M

Discretionary AUM$75M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients150

Team

Total Employees4

Investment Advisers4

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureCorporation

Fiscal Year EndDecember

Operates InMI

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

150 clients

30 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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