# Paladin Financial

> Paladin Financial is an SEC-registered investment advisory firm in Arden Hills, MN, registered since 2023, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated September 22, 2026.

- CRD: 288387
- Filed as: PALADIN FINANCIAL
- Legal name: Paladin Wealth, LLC
- Also doing business as: LORD'S FINANCIAL PLANNING, PALADIN WEALTH
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Arden Hills, MN
- Filing period: October 2026
- Form ADV filing dated: September 22, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/288387
- AdvisorCensus page: https://advisorcensus.com/firm/paladin-financial-arden-hills-mn-288387

## Quick answers

**How is Paladin Financial compensated?**
On its Form ADV (Item 5.E, October 2026), Paladin Financial reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**How much does Paladin Financial charge?**
Its Form ADV Part 2A brochure dated June 24, 2026 states: Hourly rate: $350 an hour (One-time Financial Planning Services). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Paladin Financial located?**
Paladin Financial's principal office is in Arden Hills, MN, according to its Form ADV; the October 2026 filing also lists 1 other office (Schedule D, Section 1.F).

**Is Paladin Financial registered with the SEC or a state?**
Paladin Financial is an SEC-registered investment advisory firm, registered since 2023. Status as filed: Approved. CRD 288387.

**How much does Paladin Financial manage?**
Paladin Financial reports $216,918,496 in regulatory assets under management in its Form ADV filing dated September 22, 2026 (100% discretionary).

**How have Paladin Financial's assets and staff changed since 2023?**
In the Form ADV data for Paladin Financial: Regulatory assets under management: $112,674,139 in the October 2023 data and $216,918,496 in the October 2026 data, up 93%. Total employees: 10 in October 2023 and 8 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Paladin Financial serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (450); high net worth individuals (68).

**Which custodians does Paladin Financial use?**
Paladin Financial's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Paladin Financial report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/288387

**What changed in Paladin Financial's recent Form ADV filings?**
In the October 2026 filing data: Employees performing advisory functions went from 7 to 8.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated June 24, 2026)

- Hourly rate: $350 an hour (One-time Financial Planning Services)

> One-time Financial Planning Services are offered based on an hourly fee of $350 per hour. Client will pay the fee at the signing of the agreement.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $216,918,496
- Discretionary: $216,918,496
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 450 | $117,824,361 |
| High net worth individuals | 68 | $99,094,135 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2023 (3 years)
- Employees: 8 total, 8 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AZ, FL, IA, KS, MN, MO, SD, TX, WI
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the October 2026 filing
- Topeka, KS

### Websites listed on Form ADV (Item 1.I)
- 401krollover.info
- federalbenefitinstitute.com/stpaul/evaluation
- financialpaladin.com
- financialpaladincomra.com
- learnwithpaladin.com
- lordsfinancialplanning.com
- paladinbufferedindex.com
- paladinfinancial.com
- paladinfinancialcomra.com
- paladinfinancialtalk.com
- paladingivesback.com
- paladinseminars.com
- splashee.thefinancialhq.com/401KROLLOVER.INFO-2
- thefinancialhq.com/FINANCIALPALADIN-QUICK
- thefinancialhq.com/financialpaladin
- thefinancialhq.com/financialpaladin-bryant
- thefinancialhq.com/financialpaladin-robison
- thefinancialhq.com/financialpaladincomra.com
- Facebook @Paladin-Financial-124134458300440
- Instagram @paladin_financial
- LinkedIn @paladinfinancial
- X @PaladinFinanc
- YouTube @PaladinFinancial1

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2023 | $112,674,139 | 10 | September 26, 2023 |
| October 2024 | $113,046,086 | 6 | August 14, 2024 |
| October 2025 | $151,033,253 | 7 | March 18, 2025 |
| October 2026 | $216,918,496 | 8 | September 22, 2026 |

Regulatory assets under management: $112,674,139 in the October 2023 data and $216,918,496 in the October 2026 data, up 93%.
Total employees: 10 in October 2023 and 8 in October 2026.

## Changes in the filing (last 12 months)

### October 2026
- Employees performing advisory functions went from 7 to 8.

### June 2026
- Regulatory assets under management went from $196,209,815 to $216,918,496 (+11%).

### January 2026
- Registered or notice-filed in FL.

### December 2025
- Regulatory assets under management went from $151,033,253 to $182,540,818 (+21%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Paladin Financial (CRD 288387): Form ADV filing data as of October 2026.