Fee-only adviser · Westlake, OH
Paradigm Wealth Management, LLC
Paradigm Wealth Management, LLC is a fee-only investment adviser registered with the U.S. Securities and Exchange Commission, with its main office in Westlake, Ohio. On its latest Form ADV, filed March 9, 2026, it reports $563M in regulatory assets under management, 416 individual clients and 6 employees who give investment advice. 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 | SEC-registered |
|---|---|
| Firm CRD number | 148662 · SEC file 801-69719 |
| Office | 159 Crocker Park Blvd Suite 100 Westlake, OH 44145 |
| Phone | (440) 892-5900 |
| Website | paradigmwealthmgmt.com |
| Regulatory assets under management | $563M ($542M discretionary) |
| Individual clients | 245 non-high-net-worth, 171 high-net-worth |
| Financial planning clients | 26-50 |
| How it charges | Percentage of assets, Hourly, Other |
| Services | Financial planning, Portfolio management, Selection of other advisers, Educational seminars |
| Employees | 7 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | March 9, 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
- It offers hourly or fixed-fee arrangements, so you may be able to pay for a plan without handing over your investments.
- It also charges a percentage of assets managed for ongoing investment management.
- 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.
Other fee-only advisers in Westlake
- Balanced Wealth Group LLC $494M
- Cornerstone Wealth Management $629M
- Lesjak Planning, LLC $396M
- Michael Brady & Co., LLC $249M
- Defiant Financial Services LLC $83M
- Kinetic Wealth Investment Advisors, LLC $215M
See all 12 fee-only advisers in Westlake →
Nearby
- Avon 2 firms
- Fairview Park 1 firm
- Rocky River 3 firms
- Lakewood 1 firm
- Middleburg Heights 2 firms
- Cleveland 16 firms
- North Royalton 1 firm
- Independence 6 firms
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