Firm
Paladin Partners
Hartland, Wisconsin
Fee-only
Facts
| Based in | Hartland, Wisconsin |
|---|---|
| Website | paladinpartners.biz |
| Phone | (414) 367-4675 |
Paladin Partners fees
Paladin Partners doesn't publish its prices on its website, or we couldn't confirm them word for word. Its website says it charges by: hourly, one-time plans or projects. Ask for its Form ADV Part 2A, which must describe its fees.
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets · Hourly · Fixed fees |
|---|---|
| Assets managed | $199 million |
| Individual clients | 13 |
| Financial planning | Offered |
| Form ADV filed | August 12, 2026 |
| SEC record | CRD 132024 |