PARAGON RETIREMENT PLANNING, INC.

PARAGON RETIREMENT PLANNING, INC. of TROY, MI is an SEC-registered investment adviser (CRD 284630). Regulatory assets under management: $75.0M.

Registration

• CRD: 284630
• Type: 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.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 284630 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search