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.

Paladin Registry Highlights

Following are highlights that describe the Paladin Registry:

Paladin Longevity
- Paladin was established in 2003 to help investors select higher quality advisors
- Since inception, Registry services have been based on the highly regarded book, Who's Watching Your Money? The 17 Paladin Principles for Selecting a Financial Advisor, that was written by Paladin's founder
Paladin Independence
- Paladin is an independent information services firm
- No financial advisor or firm has an equity interest in Paladin
- Paladin is not licensed to sell any financial advice or products
- No advisor is employed by, licensed by, or affiliated with the Registry
Paladin Services for Advisors
- A primary source of qualified prospects for Referral Members
- A five star quality rating service for qualified advisors
- An online documentation service for advisor credentials, ethics, business practices, and services
- A certification service for advisor credentials and ethics
- A service that increases your visibility on the Internet for name and geographic searches
- A source of marketing tools (icons, press releases, and certificates) that support the quality rating
- An online publishing service for advisor-authored articles
Registry Search Services
- Investors have the option of conducting their own searches (Self Search) or Paladin professionals will conduct the searches for them (Custom Search)
- All search requests are pre-screened by Paladin before they are sent to our members
- Thousands of investors use the Registry each month to find and evaluate financial planners and advisors
Differentiation & Competitive Advantage
- Your quality rating, online documentation, and certification differentiate you from other advisors
- The more you differentiate yourself, the easier it is for investors to select you (competitive advantage)
Registry Fees
- You pay monthly dues that we use to market the Registry to investors and provide free services to investors.
- There are no initiation fees, no lead generation fees, and no large payments in advance
- There are no contracts; your relationship with the Registry is month-to-month

Registry Contact
Have a question? Want additional information? Contact Jack Waymire at:

916.253.3334 (CA)
Jack@PaladinRegistry.com

START REGISTRATION NOW!

For Advisors

Paladin Registry Highlights

Minimum Requirements

Memberships & Dues

Frequently Asked Questions

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For Compliance Officers

View and print your advisor’s Registry documents.

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