Many advisors have minimum asset requirements for investors who are seeking their types of financial advice and services. You tell us the asset range that applies to you and we match you to advisors who work with investors in your asset range. You don't waste time talking to advisors who have minimums that exceed your available assets.

Available assets are liquid and currently invested in money market, CDs, mutual funds, ETFs, and other types of securities. Some assets may be illiquid, for example real estate and annuities with penalties for withdrawal.

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• Paladin does not give, rent, lend, or sell your data to third parties.
• Paladin does not give, rent, lend, or sell your data to financial advisors who are not selected by you or referred to you by the Registry.
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• Paladin does provide the information you submit to the advisors you are matched to or select so they can respond to your search request.

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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.

You should talk to multiple professionals from different firms when you select a financial advisor or planner. We will match you to two, three, or four professionals (subject to their availability). No other advisor or firm has access to the information you submit to us.