The Paladin Registry allows you to connect with advisors in multiple ways, and also has some helpful investor tools to help you vet advisors and brush up on investment basics.
1. Financial advisor matching tool
The flagship feature of Paladin Registry is the free matching tool that helps connect you with the best advisor for your needs from its listings of financial advisors. All advisors in the directory are vetted and must fall into the 90th percentile or above, based on Paladin Registry’s rating system.
Just enter some basic information about yourself, and Paladin Registry will start the process of finding your advisor.
2. Financial advisor directory
If you would prefer to do the matching yourself, you can browse the advisor directory based on your location and pick someone yourself. I live in a small city about an hour and a half from Los Angeles, and I had nine advisors come up in my search. However, none were in my actual town, and some were as far as a few hours’ drive away.
The directory’s listing pages show useful information, including credentials like CFP, CPA, and others. Each advisor also has a research report showing their client requirements, experience, education, firm details, certifications, registration and licensing, how they get paid (something essential to know), and what services they offer.
3. Investor tools
Financial advisor vetting
The Paladin Registry features a bundle of tools to help you better understand who you’re working with and vet advisors you’re considering, whether or not you found them through Paladin Registry. Tools include guides on how to check advisor credentials and how-to’s for using public databases such as BrokerCheck.
If you’re new to investing, it’s a good idea to learn a bit of investing terminology and about how portfolios work. While you can get a lot of that information right here at Investor Junkie, the Paladin Registry offers some guides and resources for this purpose as well.