Paladin Partners fees and pricing
Financial planner in Hartland, Wisconsin. Registered with the SEC.
According to its Form ADV Part 2A brochure dated August 12, 2026, Paladin Partners charges $175-$750 an hour for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed August 12, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $175-$750/hr
“Hourly fees typically may apply to any service, other than management services, and vary from $175-$750 per hour depending upon the nature of the service and the scope of the project.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Paladin Partners bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees paid to Paladin are for Paladin’s advisory services only, and all advisory fees are negotiable.”
- “Flat fees may apply to any service other than investment management services, and are quoted in advance and, like hourly rates, vary based upon the complexity of the project.”
- “Due to the customized nature of planning work, fees for financial planning are quoted on a case-by-case basis in advance.”
How Paladin Partners’ fees compare
- Its hourly rate of $175-$750 spans the Wisconsin median of $300. 87% of the 95 other Wisconsin planners that publish an hourly rate charge less.
About Paladin Partners
- Firm size: 2 employees.
- Registered as an adviser: 2026.
Firm details from Form ADV
- How the firm is paid
- Hourly fees, fixed or flat fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 1% a year
- Clients
- 45
- Employees
- 2
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, pension consulting, and selecting other advisers
- Assets managed
- $198,517,308
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 132024
- Phone
- (414) 367-4675
Can advise clients in 3 states: New Hampshire, Texas, Wisconsin
Other planners in Hartland that publish fees
- Boardwalk Financial Strategies LLCHartland$500/hr
- 401K Investment ProfessionalsWaunakee$250/hr
- 808 InvestmentsEllsworth$200-$500/mo
- A-Team AdvisorsMedford$500/hr
- Adler FinancialOregon$175/hr
- Advisors Management Group IncLa Crosse$500
Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.