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- Custodian
- --
- Clients
- Retail
- Platforms
- --
- Established Date
- 03-14-2005
- Office Locations
- 1
Office Locations
About Paragon Financial Advisors
Paragon Financial Advisors is a fee-only, fiduciary planning firm in Newton, MA providing highly personalized, holistic financial planning for individuals and families from working years through retirement. The firm offers retirement planning, portfolio analysis and investment counseling, with integrated tax strategy, insurance, education, estate planning, and mortgage guidance. Differentiator: education-forward process with an optional retainer for unlimited access.
Reported data analysis
What the numbers show
Of the latest reported AUM, 0.0% is discretionary and 100.0% is non-discretionary.
The firm reports 1 advisory representatives and 136 clients, or 136 clients per representative. That equates to $830.9K in reported AUM per client.
The profile lists 1 reported office location and 21 years in operation. The source data was last updated on January 13, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Investment Themes
- Investment Vehicles
- Services
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Owner & Executives
DANA JEAN LEVIT
Financial Advisor, General Partner, President
- CRD
- #4551389
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $113,000,000 | -- |
| Total | $113,000,000 | -- |
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Separately Managed Accounts
SMA allocation detail is available
Paragon Financial Advisors has reported separately managed account data across 4 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.