Conduct Your Own Search for a Financial Advisor
Use this FREE Paladin service to conduct your own search for a vetted, 5 Star rated financial planner or financial advisor in your community. Registration is not required to use this service. All you enter is your zip code to find advisors near you. View online documentation for their credentials, ethics, and business practices.
- Make sure your available assets exceed the advisor's minimum asset requirement for new clients. The range in the Registry is "No Minimum Requirement" to $3 million
- Use "Compare Advisors" to view side-by-side responses from multiple advisors
- Avoid advisors, outside the Registry, who withhold information about their credentials and ethics
- Your goal should be to select the best advisor, not the closest advisor
- Most advisors are willing to meet at a location that is convenient for you
- Trust what you see, not what you hear.
Want to save even more time? Use Paladin's FREE 5 Star Match service to find vetted, documented financial planners and financial advisors who meet your specific requirements.