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Paladin Financial

Updated today

Total assets under management

$196,209,815

Total clients

494

12% high-net worth

Total advisors

3

of 7 employees

Firm size

Supported

1-3 advisors or $200M+ in AUM

Average clients per advisor

165

Average account size

$397,186

About

Paladin Wealth serves individual investors — including high-net-worth clients — and retirement plans, providing discretionary asset management, one-time and ongoing financial planning, and ERISA 3(21) plan advisory services. The firm manages roughly $196 million for about 494 clients and also supports client-directed accounts and third‑party reporting through outsourced platforms.

Its investment process is tailored to client goals, time horizons, and risk tolerances and draws on fundamental, technical, and cyclical analysis; portfolios are managed on a discretionary basis with regular monitoring and quarterly reviews. The firm uses third‑party solutions and model portfolios (including an outsourced portfolio program and co‑advisor model relationships) alongside traditional buy/hold, trading, and options strategies as appropriate.

Paladin Wealth is notable for several uncommon structural relationships: principals and representatives maintain affiliations with a broker‑dealer, an insurance agency, and other affiliated advisory and service entities, and the firm shares in fees from certain third‑party managers. The firm also discloses receipt of non‑cash benefits and occasional third‑party support for client events and marketing (including use of endorsements/sponsorships), arrangements the brochure identifies as potential conflicts that the firm says it manages through disclosures and procedures.

Client services

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Active portfolio management Options & derivatives strategies

Fee options

Fixed

Fixed fee between $500 and $25,000 for ongoing financial planning services

Percentage

All Assets+: 1.50% annually (maximum, negotiable) All Assets+: 1.50% annually for Orion Portfolio Solutions (additional fees ranging 0.08% - 0.45% administration fees, $25 or $50 account maintenance annually, 0.0% to 0.20% strategist fees, 0.35% to 0.70% SMA fees) All Assets+: Co-Advisor Gradient Investments fees: Strategic-Tactical-Allocation-Defined Outcome Portfolios: 1.50% annually (GI 0.50%, PW 1.00%) All Assets+: Co-Advisor Gradient Investments fees: Preservation Portfolios: 1.00% annually (GI 0.40%, PW 0.60%) All Assets+: Co-Advisor Gradient Investments fees: Private Wealth Portfolios: 1.50% annually (GI 0.50%, PW 1.00%)

Project-based

$350 per hour for one-time financial planning services

Other

Fee-only: Hourly fee of $350 per hour for one-time financial planning services; Fixed fee between $500 and $25,000 for ongoing financial planning services, billed monthly or quarterly

Main office location

Paladin Financial

4105 Lexington Avenue North,, Suite 230

Arden Hills MN 55126, United States

Number of offices

2

Most active in

Arizona · Florida · Iowa · Kansas · Minnesota · Missouri · South Dakota · Texas · Wisconsin

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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