# Megan Prochniak

> Megan Prochniak is a fee-only financial advisor at Paladin Partners in Hartland, Wisconsin, who holds the CFP credential. Megan charges hourly fees and a one-time planning fee and focuses on estate & legacy planning, tax planning and retirement planning.

Page: https://find.wellspent.co/advisors/megan-prochniak/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Paladin Partners
- **Based in:** Hartland, Wisconsin
- **Fee model:** Hourly; One-time planning fee
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $198.5M across 45 accounts
- **Credentials:** CFP
- **Specialties:** Estate & legacy planning, Tax planning, Retirement planning, Small business owners
- **Works with:** Founders
- **CRD:** 4667522 (https://adviserinfo.sec.gov/individual/summary/4667522)
- **SEC registration:** Investment adviser representative in TX, WI
- **Exams passed:** Series 66 (2008)
- **Firm size:** 2 employees
- **Disclosures:** None reported
- **Website:** http://www.paladinpartners.biz

## Frequently asked questions

### Is Megan Prochniak a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Megan holds no broker registration, and Paladin Partners reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Megan charge for financial advice?

Megan charges hourly fees and a one-time planning fee.

### Where is Megan Prochniak based?

Megan Prochniak is based in Hartland, Wisconsin.

### What does Megan specialize in?

Megan's specialties include estate & legacy planning, tax planning, retirement planning and small business owners. Megan works with founders.

### What credentials does Megan Prochniak hold?

Megan Prochniak holds the CFP credential.

### Is Megan Prochniak registered with the SEC?

Yes. Megan Prochniak is registered as an investment adviser representative in TX and WI (CRD 4667522), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Paladin Partners manage?

Paladin Partners reports $198.5M across 45 accounts in assets under management.

### How do I contact Megan Prochniak?

Through Megan's website, www.paladinpartners.biz.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/4667522): the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://www.paladinpartners.biz/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.