Paladin Retirement Advisors
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$11,648,914
Clients
34
6% high-net-worth
Advisors
1
of 2 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
34
HighAverage account size
$342,615
About
Paladin Retirement Advisors is an independent, single-advisor registered investment adviser that provides discretionary and non‑discretionary portfolio management, financial planning, and retirement-plan consulting for individuals, high‑net‑worth clients, and employer-sponsored retirement plans. The firm also offers public educational workshops on retirement topics and prepares written financial plans for clients.
Paladin constructs client portfolios using a mix of in‑house management, the use of sub‑advisors, and a co‑advisor relationship with Gradient Investments to implement selected model portfolios, and conducts periodic (typically quarterly) reviews to align allocations with client goals and risk tolerances. Its stated analytic methods include fundamental and technical analysis, and the firm treats cash as an asset class when determining allocations.
What is distinctive about Paladin is its pension consulting capability: it will serve as a limited‑scope ERISA 3(21) fiduciary or, when engaged, as a full discretionary ERISA 3(38) investment manager for qualified plans, with specific exclusions for non‑public and illiquid plan assets. Although structured as a solo advisory practice, the firm reports substantial discretionary assets under management (about $116.6 million as of December 31, 2025), participates in fee‑sharing and incentive arrangements with third‑party managers, and discloses that the principal maintains an insurance practice that may present conflicts of interest.
Client services
Financial planning
Portfolio management
Pension consulting
Selection of other advisers
Educational seminars or workshops
Expertise
General retirement planning
Retirement income strategy
Wealth management
Occupation focus
Retired
Founder/Business Owner
Fee options
Fixed fee up to $1,500 for financial planning
$0 - $1,000,000: 1.0% $1,000,001 - $3,000,000: 0.80% $3,000,001+: 0.50%
Investment advisor representatives receive commissions from sale of insurance products
Account minimum: $25,000 Fee-only: Fixed fee up to $1,500 for financial planning
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.
-
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
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