Member Dues


Service Fees

We provide two levels of service to members of the Registry:

  • Marketing + Referral Services
  • Marketing Services Only

Quick Facts

Following are a few quick facts about our service fees:

  • There are no service initiation or administration fees
  • Service fees are month-to-month; there are no contracts
  • Service fees are fixed; there are no additional fees for referrals
  • PR Certified, Digital Marketing, and Consulting are not covered by these fees

Marketing + Referral Services

Our most popular service level. Select this level of service if you want referrals to qualified prospects. Paladin produces, screens, and processes prospects for you. 

Marketing Services Only

You can also access our marketing services without receiving referrals from the Registry. Select Marketing-Only if you are seeking  services that will help you grow your businesses. For example, we:

  • Expand your visibility on the Internet 
  • Differentiate you from other advisors and firms
  • Increase your credibility when investors use the Internet to research advisors
  • Provide mini-website profiles that give Google access to your data
  • Provide services that validate the quality of your credentials and ethics

Our Service Fee(s) 

Our service fees vary based on:

  • Service level: Marketing + Referral or Marketing-Only
  • Type of Membership: Professional or Firm
  • Number of professionals (Firms Only)
  • Your location(s)

Contact Us to obtain more information about our service fees.

Digital Marketing & Consulting

We provide Website, Internet, Outsourcing, Marketing, and Consulting services to independent RIAs that want to increase their online visibiity, generate more traffic to their websites, and convert more traffic into prospects and clients. Service fees are subject to quote.

Have a question?

Email or call 916.253.3334 (Pacific).

Ready to start interviewing financial advisors?

  • Our proprietary program connects you to the right financial advisors.
  • We validate and document advisor credentials, ethics, and business practices for you.
  • You select the advisors you want to interview.