# PARAGON RETIREMENT PLANNING, INC.

PARAGON RETIREMENT PLANNING, INC. of TROY, MI is an SEC-registered investment adviser.

## Registration

- CRD: 284630
- Type: SEC-registered investment adviser
- Location: 50 W BIG BEAVER RD, TROY, MI, 48084
- Phone: 248-457-4570
- Latest filing: 2026-04-14
- Regulatory AUM: $75.0M
- Discretionary AUM: $75.0M
- Clients: 4
- Accounts: 400

## Business model

- Compensation: % of AUM, Fixed
- Clients served: Individuals, Charities

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/284630/brochure
- Similar advisers: https://search.stillhousedata.com/firm/284630/similar
- Related entities: https://search.stillhousedata.com/firm/284630/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/284630

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.