Paladin Retirement Advisors
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$11,648,914
Total clients
34
6% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
34
Average account size
$342,615
About
Paladin Retirement Advisors provides discretionary and non-discretionary asset management, financial planning, and retirement-plan consulting primarily for high-net-worth individuals and employer-sponsored retirement plans, including 401(k) plans. The firm explicitly offers ERISA-related services and can act as a limited-scope 3(21) fiduciary or as a 3(38) investment manager for plan sponsors, while also delivering individualized financial plans and goal-based portfolio management.
The firm’s approach is centered on client-specific investment strategies documented in client files and investment policy statements, with portfolio construction based on clients’ objectives, time horizons, and risk tolerances and with regular monitoring and quarterly reviews. For plan engagements Paladin assists with the selection and monitoring of plan investment options, participant education and enrollment meetings, and excludes certain illiquid or employer-related assets (for example, employer securities and non-public real estate) from the assets it manages.
What distinguishes Paladin from many peers is its explicit pension consulting capability—providing both 3(21) advisory services and discretionary 3(38) management—which is less common among independent advisers. The firm also recently began offering advisory services (in 2025) and discloses an insurance-related outside business activity that generates separate compensation, a potential conflict the firm says it addresses through disclosures and fiduciary procedures.
Client services
Financial planning
Portfolio management
Pension consulting
Expertise
General retirement planning
Retirement income strategy
Occupation focus
Founder/Business Owner
Fee options
Up to $1,500 for financial planning
$0 - $1,000,000: 1.0% annually $1,000,001 - $3,000,000: 0.80% annually $3,000,001+: 0.50% annually
Insurance products commissions received by registered representatives (conflict of interest disclosed)
Account minimum: $25,000
Main office location
Paladin Retirement Advisors
532 Durham Rd, Ste 101
Newtown PA 18940, United States
Number of offices
1
Most active in
Paladin Retirement Advisors has reported serving >5 clients in these states in the last 12 months.
Pennsylvania
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
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