Brian Goodstadt
CFA. Managing Partner
Independent wealth management since 1990.
Fee-only fiduciary advice for families, executives and business owners. Owned by its four CFA charterholder partners.
Contact the partnersWhat you would pay.
One annual fee covers investment management and financial planning. No commissions.
$16,000
a year, 0.80% of assets
Calculated from Paragon’s published schedule: 0.90% on the first $1M, 0.70% to $5M, 0.50% to $10M, 0.35% above. Minimum $7,000 a year. Illustrative only.
The partners who advise you own the firm.
Ranked #38 in CNBC’s Financial Advisor 100, 2024.* Independent and fee-only since 1990.
Shaun Williams
CFA, CFP®. Partner
Jay Ratterman
CFA. Partner
Larry Orgill
CFA. Partner
*Third-party ranking. See disclosure information regarding third-party rankings.
How it works.
Four steps, repeated for as long as you are a client.
- 1
Vision
What you want your money to do, now and later.
- 2
Feasibility
Assets, income, insurance and spending, tested against that vision.
- 3
Resilience
Investments, insurance and estate plans built to work together through bad years.
- 4
Optimization
Refined continually for the best after-tax outcome.
5.0 ★ on Google
From 15 reviews. Read them
“Their team is professional, knowledgeable, and truly puts their clients first. … Communication is always timely and transparent.”
“I especially value the way my advisor took the time to understand my situation and goals and then created a plan to meet them.”
“We began working with Paragon Capital Management over 30 years ago. … Insightful discussions helping us make best choices.”
“The entire group is very responsive and very easy and enjoyable to work with.”
Reviews are from Google, posted by current or former clients, who were not paid for them. They may not reflect the experience of other clients and are no guarantee of future performance or success.
How we work.
As fee-only fiduciaries, we are legally obligated to put clients’ interests above our own. We plan and manage your whole financial life as one relationship.
Families
Planning, investing and estate strategy, and a retirement income plan for the decades ahead.
Executives
Equity and other non-cash compensation, managed with taxes in view.
Business owners
Personal wealth planned around a business, including real estate held for income or use.
Four steps, repeated for as long as you are a client.
Vision
What you want your money to do, now and later.
Feasibility
Assets, income, insurance and spending, tested against that vision.
Resilience
Investments, insurance and estate plans built to work together through bad years.
Optimization
Refined continually for the best after-tax outcome.
Fees.
One fee covers ongoing investment management and comprehensive financial planning. It is tiered, so the rate falls as assets grow. We receive no commissions.
Schedule
| Assets | Annual fee |
|---|---|
| First $1,000,000 | 0.90% |
| $1M to $5M | 0.70% |
| $5M to $10M | 0.50% |
| Above $10M | 0.35% |
Worked examples
| Assets | Annual fee | Blended |
|---|---|---|
| $500,000 | $7,000 (minimum) | 1.40% |
| $1,000,000 | $9,000 | 0.90% |
| $2,000,000 | $16,000 | 0.80% |
| $5,000,000 | $37,000 | 0.74% |
| $10,000,000 | $62,000 | 0.62% |
| $20,000,000 | $97,000 | 0.49% |
Questions
Why is there a minimum?
The $1,750 quarterly minimum ($7,000 a year) supports a proactive planning relationship. Above roughly $780,000 under management, the tiered schedule exceeds it.
When am I billed?
Quarterly, in arrears.
Is anything else charged?
Third-party costs may apply, such as custodian administrative fees and mutual fund ticket charges.
Four partners.
Every partner is a CFA charterholder, and the partners own the firm. Co-founders, now retired, remain on the board.
Brian Goodstadt
CFA. Managing Partner, Private Wealth Advisor
Shaun Williams
CFA, CFP®. Partner, Private Wealth Advisor
Jay Ratterman
CFA. Partner, Private Wealth Advisor
Larry Orgill
CFA. Partner, Private Wealth Advisor
Contact.
Call, email or visit the office in downtown Denver. Weekday meetings, or weekends by appointment.
Office
999 18th Street, Suite 1401, North Tower, Denver, CO 80202
Phone
Hours
Monday to Friday, 8am to 5pm. Weekends by appointment.
Existing clients
Planning
Reporting