David Hailey is a CFP-designated registered investment advisor at Paragon Financial Advisors, based in College Station, TX, with 18 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 458 clients with $1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.20% |
| $2.0M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.75% |
| $10M+ | 0.50% |
Paragon may group certain related client accounts for the purpose of attaining the minimum Assets Under Management (AUM) and determining the annualized fee. Paragon imposes a minimum $12,000 annual fee or $3,000 per quarter on portfolios with investable assets valued under $1,000,000. Paragon reserves the right to lower or remove this minimum at its discretion. Limited Negotiability of Advisory Fees: Although Paragon has the aforementioned customary fee schedule, we retain the discretion to negotiate alternative fees on a client-by-client basis. The client's circumstances and needs will be considered in determining the negotiated fee schedule. Discounts, not generally available to our advisory clients, may be offered to family members and associated relatives of employed persons of Paragon. Some clients with Paragon may be on legacy fee schedules.
Fee Estimator
Contact
David Hailey
Location
215 Rock Prairie Rd., College Station, TX, 77845
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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David is a limited partner in R & D Hailey Family Limited Partnership, president of Hailey Bar W Ranch, Inc. and Wall Foundation, Inc., and managing member of LCA Real Estate, LLC. These activities involve real estate, farmland, agriculture, ranching, and rental property, taking about 10-20% of David's time overall.
Employment History
Current Registrations
Paragon Financial Advisors
State Registrations1 state
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Exams
Additional Information
As co-founder and President at Paragon Advisors, David brings over 24 years of experience in advising high net worth individuals in all aspects of trust services, financial planning, and investment management.David earned a BS from Texas A&M University and later graduated from both the National Graduate Trust School and the Southwest Graduate School of Banking. David has since continued his education and earned Certified Financial Planner™ (CFP®) and Certified Trust & Financial Advisor™(CTFA®) designations.David lives in College Station, TX with his wife, Camille, and three children. He is very involved in the community having volunteered his time with the Brazos Valley Estate and Financial Planning Council, College Station Noon Lion’s Club, has coached various youth sport teams in the BCS area, and serves A&M Church of Christ as a Deacon. He has previously served on the Board of Directors for the following community charities: Brazos Valley Rehabilitation, Brazos Valley Estate and Financial Planning Council, and the Brazos Valley Parkinson Disease Committee.