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Privacy Statement & Terms of Service

Read our strict Privacy Policy that describes how we protect your information. When you use Paladin Registry services, you are agreeing to be bound by the terms and conditions that are described in our Terms of Service.

Our FREE service matches you to pre-screened, documented financial advisors and planners in your community!

We have helped investors find, evaluate, and select financial professionals since 2003. 100% of the planners, advisors, and representatives who are profiled in the Registry practice full disclosure for their credentials, ethics, and business practices.

How It Works
Why Paladin
FAQs
  • 1
    We use your information to match you to a limited number of local financial advisors who meet your specific requirements.
  • 2
    We email you the results of our search the same day or the morning of the next business day.
  • 3
    Our email includes links to advisor profiles that document their credentials, ethics, and business practices.
  • 1
    We provide free services to investors who rely on professionals to help them achieve their financial goals.
  • 2
    Our specialized expertise helps you select the financial advisor with the best qualifications.
  • 3
    Our objective evaluation process reduces your risk of selecting the advisor with the best sales skills.
  • 1
    How does Paladin help me select a higher quality advisor?
     We focus on criteria that impact advisor competence and trustworthiness.
  • 2
    How does Paladin reduce my risk of selecting the advisor with the best sales skills?
     Our objective review process is not influenced by advisor personalities, sales skills, or sales claims.
  • 3
    Who does Paladin profile in the Registry?
     We only profile advisors who are willing to provide full disclosure for their credentials, ethics, and business practices.
 
Assets:
Liquid assets that are available for investment.
Minimum Requirements:
Some advisors, who are compensated with fees for their knowledge, advice, and services, have minimum asset requirements for new clients.

We match you to advisors who have minimum requirements that are equal to or less than your available assets.