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Kevin Korondi

19 Years of Experience
Chester, NJ
BrokerSells Insurance

Kevin Korondi is a registered investment advisor at Paradigm Investment Advisory, LLC, based in Chester, NJ, with 19 years of industry experience. Kevin is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 645 clients with $430M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
8 advisors
Number of Clients
645 clients
Average Client Portfolio
$659K average
Assets Under Management
$425.1M

Fee Structure

Minimum Investment:None
Planning is included in investment management
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.75%

Annual advisory fees range from 0.25% to 1.75% depending on asset level, complexity, and relationship size. Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

1 Mill Ridge Lane, Suite 100B, Chester, NJ, 07930

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Kevin is an insurance agent selling non-variable insurance since 2017. Since April 2024, Kevin also provides investment advisory services through Paradigm Wealth Advisory LLC, dedicating significantly more than full-time hours to this activity.

Employment History
Current Registrations
Paradigm Investment Advisory, LLC
August 2025 - Present · 1 yr 2 mos
LPL Financial LLCBroker
February 2018 - Present · 8 yrs 8 mos
Previous Registrations
Paradigm Wealth Advisory LLC
April 2024 - February 2026 · 1 yr 10 mos
LPL Financial LLC
September 2018 - February 2019 · 5 mos
Fortis Group Advisors LLC
February 2018 - April 2024 · 6 yrs 2 mos
LPL Financial LLC
February 2018 - July 2018 · 5 mos
Invest Financial Corporation
March 2008 - February 2018 · 9 yrs 11 mos
Invest Financial CorporationBroker
March 2008 - February 2018 · 9 yrs 11 mos
Thrivent Investment Management INC.
January 2007 - April 2008 · 1 yr 3 mos
Thrivent Investment Management INC.Broker
November 2006 - April 2008 · 1 yr 5 mos
State Registrations7 states
FLGANENJNYPASC
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
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