How You Benefit

There are several reasons why you should select a financial planner or investment advisor who is profiled in the Paladin Registry.

Full Transparency

Advisors must practice full transparency for their credentials, ethics, and business practices to be profiled in the Registry. Our disclosure requirement protects you from advisors who withhold information from investors. 

Compliance Requirement

One of our minimum requirements is a clean compliance record for the past five years.

Experience Requirement

Advisors must have five years of financial services experience to be profiled in the Registry. The current Registry average is 16 years. It takes years of experience to become a "real" financial expert.

Advisor Data

We gather data from advisors for you. We know the right questions to ask and we know good answers (benefit you) from bad ones (create risk for you).

Documentation

We strongly recommend you trust what you see, not what you hear when you select a financial advisor. Verbal information is easy to manipulate because you have no written record. We document advisor responses in easy-to-read reports. You have a permanent record of their responses.

Advisor Comparisons

Every advisor has a different sales pitch that make direct comparisons difficult. We obtain the same information from multiple advisors so comparisons are easy.

The Best Advisor

All advisors claim to be trustworthy experts when they sell investment products. They know this is what you want to hear when you select an advisor. Some are telling you the truth and some are exaggerating their knowledge and results 

Our free information service helps you select the advisor with the best qualifications, not the best sales pitch