# Paradox

Paradox is a RIA based in Newport Beach, United States.

## Overview

- **Organization type:** RIA
- **Headquarters:** Newport Beach, United States
- **Region:** North America
- **Address:** Scottsdale, AZ, United States
- **Assets under management:** Undisclosed
- **Website:** paradoxfp.com
- **LinkedIn:** https://www.linkedin.com/company/xodarap

## Regulatory record

- **CRD number:** 307439
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/307439

## About

Paradox is an advice-only and flat fee financial planning firm. It specializes in working with people who want financial planning without investment management and who want to be financially independent in the next 10 years. There are no product sales and no control over client investments; the focus is fiduciary financial planning and education.

## Sectors

- Financial Services
- Wealth Management

## People

- Alex Ammar — Certified Financial Planner and Founder

## Questions

### Who runs investment decisions at Paradox?

Alex Ammar, CFP, is the founder and sole advisor at Paradox. He personally develops all financial plans and strategies for clients. Ammar previously spent nearly a decade at Merrill Lynch before founding Paradox (per the firm's website).

### How does Paradox source proprietary deal flow?

Paradox does not source proprietary deals or investments. The firm avoids investment management entirely, focusing solely on financial planning advice. Clients retain control over their own investment decisions and accounts.

### Does Paradox participate in fund commitments or only direct deals?

Paradox does not participate in fund commitments or direct deals. The firm does not invest its own capital or take positions in any investment vehicles. Its sole service is comprehensive financial planning advice for individual households.

### What investment stages does Paradox typically target?

Paradox does not target investment stages. The firm's focus is entirely on financial planning for individuals, including retirement planning, debt management, tax efficiency, and estate planning. It has no role in investment selection or asset management.

### Which sectors does Paradox explicitly avoid?

Paradox avoids all proprietary investment products, asset management, and product sales. The firm states it does not control client investments nor earn fees from products. Its business model explicitly avoids any conflict of interest from investment recommendations (per the firm's website).

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Last updated: 2026-08-11T15:07:41.444Z

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