# Paladin Wealth Partners

> Paladin Wealth Partners is an SEC-registered investment advisory firm in Clive, IA, registered since 2018, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 5, 2026.

- CRD: 285303
- Filed as: PALADIN WEALTH PARTNERS
- Legal name: Paladin Advisory Group, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Clive, IA
- Filing period: October 2026
- Form ADV filing dated: March 5, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/285303
- AdvisorCensus page: https://advisorcensus.com/firm/paladin-wealth-partners-clive-ia-285303

## Quick answers

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

**How much does Paladin Wealth Partners charge?**
Its Form ADV Part 2A brochure dated March 5, 2026 states: Flat fee: $500 to $25,000 (financial planning services); Flat fee: $750 to $10,000 (retirement plan consulting services). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Paladin Wealth Partners located?**
Paladin Wealth Partners' principal office is in Clive, IA, according to its Form ADV.

**Is Paladin Wealth Partners registered with the SEC or a state?**
Paladin Wealth Partners is an SEC-registered investment advisory firm, registered since 2018. Status as filed: Approved. CRD 285303.

**How much does Paladin Wealth Partners manage?**
Paladin Wealth Partners reports $279,780,412 in regulatory assets under management in its Form ADV filing dated March 5, 2026 (100% discretionary).

**How have Paladin Wealth Partners' assets and staff changed since 2021?**
In the Form ADV data for Paladin Wealth Partners: Regulatory assets under management: $178,436,078 in the October 2021 data and $279,780,412 in the October 2026 data, up 57%. Total employees: 5 in October 2021 and 3 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Paladin Wealth Partners serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (59); individuals (other than high net worth individuals) (43).

**Which custodians does Paladin Wealth Partners use?**
Paladin Wealth Partners' 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 Wealth Partners 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/285303

**What changed in Paladin Wealth Partners' recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $213,568,921 to $279,780,412 (+31%). Employees performing advisory functions went from 4 to 3.

## 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 March 5, 2026)

- Flat fee: $500 to $25,000 (financial planning services)

> For financial planning services, we charge either a fixed fee ranging from $500 to $25,000 or a maximum hourly fee of $300 per hour.

- Flat fee: $750 to $10,000 (retirement plan consulting services)

> Our flat fees for retirement plan consulting services generally range from $750 to $10,000, our standard hourly rate is $150, and our asset-based fee will not exceed 1.50%.

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: $279,780,412
- Discretionary: $279,780,412
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 43 | $26,319,877 |
| High net worth individuals | 59 | $253,460,535 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2018 (8 years)
- Employees: 3 total, 3 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: IA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- paladinwp.com
- LinkedIn @paladinwealthpartners

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $178,436,078 | 5 | February 5, 2021 |
| October 2022 | $207,125,822 | 5 | May 26, 2022 |
| October 2023 | $173,376,731 | 5 | March 17, 2023 |
| October 2024 | $186,715,840 | 5 | March 11, 2024 |
| October 2025 | $213,568,921 | 4 | March 5, 2025 |
| October 2026 | $279,780,412 | 3 | March 5, 2026 |

Regulatory assets under management: $178,436,078 in the October 2021 data and $279,780,412 in the October 2026 data, up 57%.
Total employees: 5 in October 2021 and 3 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $213,568,921 to $279,780,412 (+31%).
- Employees performing advisory functions went from 4 to 3.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Paladin Wealth Partners (CRD 285303): Form ADV filing data as of October 2026.