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Ryan Grady

Paradigm Wealth Advisory LLC
5 Years of Experience
Ponte Vedra, FL
1 Disclosure
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Ryan Grady is a registered investment advisor at Paradigm Wealth Advisory LLC, based in Ponte Vedra, FL, with 5 years of industry experience. Ryan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, High Net Worth, and 3 more. Their firm serves 283 clients with $200M in assets under management.

Paradigm Wealth Advisory LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
8 advisors
Number of Clients
283 clients
Average Client Portfolio
$711K average
Assets Under Management
$201.2M

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

Annual fees range from 0.25% to 2.00% depending on asset levels, complexity, and overall relationship. Fees are negotiable.

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

Ponte Vedra, FL

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History

Regulatory History (1)
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Criminal
October 2002
Final Disposition
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
Paradigm Wealth Advisory LLC
April 2021 - Present · 5 yrs 6 mos
State Registrations2 states
FLNJ
Advisor

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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