Megan Prochniak
Paladin Partners · Hartland, Wisconsin
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.
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Specialties
Who they serve
- Founders
Facts
| Firm | Paladin Partners |
|---|---|
| Based in | Hartland, Wisconsin |
| Fee model | Hourly · One-time planning fee |
| Accepting new clients | Yes |
| Assets under management | $198.5M across 45 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in TX, WI · CRD 4667522 |
| Exams passed | Series 66 (2008) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | www.paladinpartners.biz |
| Profile |
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Questions about Megan
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : 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
- Paladin Partners website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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