Five Star Quality Rating

Paladin uses a proprietary methodology to rate the quality of financial advisor credentials, ethics, and business practices one to five stars. Paladin only profiles five star rated advisors in the Registry.

Paladin ratings are based on data that are submitted by advisors. We validate the accuracy of certain data if advisors subscribe to Paladin's Financial Advisor Due Diligence (FADD) service. If advisors do not subscribe to the FADD service Paladin publishes data as submitted by advisors.

Paladin's five star quality rating and FADD service do not constitute an endorsement, recommendation, guarantee, or favoring by Paladin of any advisor and do not constitute a claim by Paladin, whether explicit or implicit, that advisor credentials, ethics, business practices, products, services, opinions, advice, recommendations, or claims are reputable, honest, competent, or will result in exceptional financial returns. Investors are solely responsible for advisor selection decisions that may be based on information that is published in the Paladin Registry. Investors are encouraged to request additional, current information from advisors that validates their competence, ethics, business practices, and services.

About Paladin

Paladin provides a unique array of services to investors and financial professionals.

Our Longevity

Jack Waymire founded Paladin after spending 28 years in the financial services industry
Paladin staff began researching ways investors selected financial professionals in 2000
Paladin began operations in 2003

Our Book

Who's Watching Your Money? The 17 Paladin Principles for Selecting a Financial Advisor
Authored by Paladin's founder, the book was published by Wiley in 2003

Our Registration

The SEC regulates all firms that act as intermediaries between investors and advisors even though the firms do not provide financial advice or services for compensation
Paladin is registered with the SEC

Our Independence

No financial advisor or firm has an equity interest in Paladin
Paladin is not licensed to sell any financial advice, services, or products
No advisor is employed by, licensed by, or affiliated with Paladin

Our Quality Ratings

We pre-screen financial professionals for investors. Our proprietary methodology produces quality ratings of one to five stars
Ratings are based on due diligence that includes advisor credentials, ethics, business practices, and services
Based on input from investors and advisors we only profile five star rated professionals in the Registry

Our Value

The more value we create for investors, the more value we create for members of the Registry
There are no lead generation fees; all referral costs are covered by fixed monthly dues
There are no contracts; all Registry memberships are month-to-month
Since 2003, hundreds of thousands of investors have used our services to evaluate and select financial advisors
Our quality ratings, due diligence, and online documentation are differentiating characteristics for qualified advisors

Have a question? Contact Jack Waymire at: 916.253.3334 (CA) or Jack@PaladinRegistry.com

For Advisors

About Paladin

Services for Advisors

Minimum Requirements

Memberships, Dues, Fees

Due Diligence & Certification

Frequent Questions

Paladin's co-founder is the author of this highly regarded book that helps investors select five star quality financial advisors. More...