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- Custodian
- Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 01-26-1996
- Office Locations
- 1
Office Locations
About Paradigm Advisors, LLC
Paradigm Advisors, LLC is a fee-only RIA providing comprehensive financial planning and investment management for individuals and families, with proactive tax-planning coordination alongside clients’ other advisors. Portfolios target capital preservation and long-term growth using primarily ETFs and mutual funds, with disciplined asset allocation and rebalancing and a “stay the course” risk approach focused on liquidity. Virtual practice based in Dallas and Fayetteville; custodies with Fidelity/NFS.
Team overview
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Client Personas
Custodian
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Investment Themes
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Owner & Executives
MICHELLE U GASS
Certified Financial Planner, Managing Member
- CRD
- #4455851
- Ownership
- 50% but less than 75%
WILLIAM KIRK DUNK
Chief Compliance Officer, Financial Advisor, Managing Member
- CRD
- #4455858
- Ownership
- 25% but less than 50%
Showing 2 of 2 owners & executives
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Kathleen Marie Hood
--
- CRD
- #5509229
Showing 1 of 3 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $136,135,723 | $365,956 |
| Non-Discretionary | $0 | -- |
| Total | $136,135,723 | $365,956 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
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