William Manby
William Manby is a CFP, ChFC-designated registered investment advisor at Paradigm Investment Advisory LLC, based in Akron, OH, with 24 years of industry experience. William operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Retirement Planning. Their firm serves 6 clients.
Compensation
Firm Size
IM Fee
Fee Structure
Paradigm Investment Advisory charges between $1,000 and $5,000 for financial planning services. The exact fee depends on the complexity of your situation and assets.
Location
1611 Suite A, Akron - Peninsula Rd, Akron, OH, 44313
Get directionsHistory
Regulatory History (1)
Customer Dispute
August 1989Other Business ActivitiesSells Insurance
William is a fixed insurance agent.
Employment History
Current Registrations
Paradigm Investment Advisory LLC
Previous Registrations
Simplicity Wealth
Onpointe Advisory and Financial Services, LLC
Smc Advisory Network, LLC
Multi-Financial Securities Corporation
Legacy Advisory Services, INC.
Manby Financial Strategies, INC.
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.