Fee-only adviser · Tampa, FL
Axiom Paragon Services LLC
Axiom Paragon Services LLC is a fee-only investment adviser registered with the securities regulator of Florida, with its main office in Tampa, Florida. On its latest Form ADV, filed September 21, 2026, it reports 2 individual clients. It reports no commission compensation, is not registered as a broker-dealer and does not act as an insurance agent.
Key facts from Form ADV
| Registration | State-registered: Florida |
|---|---|
| Firm CRD number | 332300 |
| Office | 13238 Telecom DR. Tampa, FL 33637 |
| Phone | (813) 714-3692 |
| Website | www.axiomparagonservices.com |
| Regulatory assets under management | Not reported |
| Individual clients | 1 non-high-net-worth, 1 high-net-worth |
| Financial planning clients | 1-10 |
| How it charges | Other |
| Services | Financial planning |
| Employees | 1 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | September 21, 2026 |
Source: the firm’s Form ADV Part 1A as published by the SEC’s Investment Adviser Public Disclosure database, data as of November 6, 2026. Figures are self-reported by the firm.
What this means for you
- Most of its individual clients are not high-net-worth, so it is likely to work with people who are still building assets.
- It provides financial planning services, not only portfolio management.
- It reports no disciplinary history on Form ADV.
Before you hire any adviser
Read the firm’s Form ADV Part 2 brochure on its SEC record: it sets out fees, minimums, conflicts of interest and who will manage your money. Ask whether the firm acts as a fiduciary for all of your accounts, how it is paid in total, and who holds your assets. Our guide to choosing a financial adviser lists the questions to ask.
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