Michelle U. Gass
PARADIGM ADVISORS
Dallas, TX 75225
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CRD#: 4455851
Professional summary
Michelle U Gass, CFP® is a registered financial advisor currently at PARADIGM ADVISORS, LLC located in Dallas, Texas.
Michelle is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1996. Michelle has worked at 2 firms and has passed the Series 65 exam.
Biography
I have always had a passion for helping people and resolving complex issues. My diverse experiences working in different areas of finance – accounting, tax, family office environment, hedge funds and ultimately becoming an entrepreneur – make me uniquely qualified to serve your needs.
My professional career started with three years in public accounting at Arthur Andersen, where I learned firsthand the positive impact of strategic tax planning on wealth accumulation. I transitioned into investment management at a Dallas-based family office before venturing into non-traditional investment strategies and founding Paradigm, where we successfully managed hedge funds for over two decades. I received a Masters of Accountancy with a concentration in Taxation and a Bachelor of Science in Business with a concentration in Accounting from the University of Tennessee. I am a Certified Public Accountant (CPA), Certified Financial Planner (CFP®) and Registered Life Planner (RLP®).
When I'm not helping others plan for their future, I'm enjoying time with family and friends. My favorite activities include walking, bridge, savoring good food and wine and traveling anywhere and everywhere...connecting with others along the way while I explore local cultures.
Question & Answer
What are your service offerings?
Tax Planning
Comprehensive Financial Planni...
Retirement Planning
Employee and Employer Plan Ben...
Estate Planning
Insurance Planning
Investment Planning
Do you have an area of expertise or specialization?
Budget & Debt Management
Comprehensive Financial Planni...
Attending College
401(k)/403(b)/IRAs
Asset Allocation
Investment Management
Estate Planning
Mutual Funds
Getting Married
Retirement
Stocks & Bonds
Life Planning
Starting a Family
Sudden Wealth
Special Needs
Personal Taxes
Women's Finances
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
MS. GASS HAS BEEN A MANAGING MEMBER OF ROCKWOOD ADVISORS, LLC, THE GENERAL PARTNER TO ROCKWOOD INVESTORS, LP, (COLLECTIVELY "ROCKWOOD"), A FAMILY PARTNERSHIP ORGANIZED TO MANAGE CHILDREN'S EDUCATION FUNDS, SINCE 2002. ROCKWOOD'S ACTIVITIES ARE INVESTMENT-RELATED. MS. GASS'S DUTIES ARE ADMINISTRATIVE AND TAX-RELATED. MS. GASS DEVOTES APPROXIMATELY 1 HOUR PER QUARTER TO THIS ACTIVITY AND NO TIME DURING SECURITIES TRADING HOURS.
CRS (Client Relationship Summary) - RIA
Click below to view Michelle U Gass's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 2016
Experience
Current
January 4, 2017 - Present
PARADIGM ADVISORS, LLC
Office #1: 8111 Preston Road Suite 575, Dallas, TX 75225RIA
CRD#: 114515
Dallas, TX
Past
June 25, 2002 - June 30, 2009
PERENNIAL ADVISORS, LLC
RIA
CRD#: 116031
DALLAS, TX
Past
January 26, 1996 - February 18, 2016
PARADIGM ADVISORS, LLC
RIA
CRD#: 114515
DALLAS, TX
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
PA
PARADIGM ADVISORS, LLC
PARADIGM ADVISORS, L.L.C. | PARADIGM INVESTMENT MANAGEMENT, L.P. (RELYING ADVISER) | PARADIGM ADVISORS, LLC
CRD#: 114515 / SEC#: 801-132244
RIA
Registered Investment Advisory firm - (3/24/2025 Approved)Arkansas
Registered Investment Advisory firm - (4/3/2025 Terminated)Michigan
Registered Investment Advisory firm - (4/8/2025 Terminated)Texas
Registered Investment Advisory firm - (4/2/2025 Terminated)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Arkansas(2/16/2017)
IAR
Texas(1/4/2017)
Current Firm
PA
PARADIGM ADVISORS, LLC
PARADIGM ADVISORS, L.L.C. | PARADIGM INVESTMENT MANAGEMENT, L.P. (RELYING ADVISER) | PARADIGM ADVISORS, LLC
CRD#: 114515 / SEC#: 801-132244
RIA
Registered Investment Advisory firm - (3/24/2025 Approved)Arkansas
Registered Investment Advisory firm - (4/3/2025 Terminated)Michigan
Registered Investment Advisory firm - (4/8/2025 Terminated)Texas
Registered Investment Advisory firm - (4/2/2025 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
8111 Preston Road Suite 575, Dallas, TX 75225
Mailing Address
6125 Luther Lane #225, Dallas, TX 75225
Phone number
(214) 756-6066
Established
Firm type
Fiscal year end
# of Employees
3
SEC notice filing (3 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 306 |
| AUM (Assets Under Management) | $ 112,077,532 |
Red Flags
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Company Information
PARADIGM ADVISORS, LLC
CRD#: 114515Dallas, TX 75225TRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
