Paladin Retirement Advisors fees and pricing
Financial planner in Newtown, Pennsylvania. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated April 10, 2026, Paladin Retirement Advisors charges a monthly fee of $625 and an annual fee of $7,500 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed April 10, 2026. Fees can change, so confirm with the firm before you hire them.
- Monthly fee
- $625/mo
“Annual fee of $7,500/12 months = $625.00 monthly.”
- Annual fee
- $7,500/yr
From the same sentence as above.
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Paladin Retirement Advisors bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees are billed monthly in arrears based on the amount of assets managed as of the close of business on the last business day of the previous month.”
- “If cash and/or securities are deposited into or withdrawn from an existing account mid billing period a prorated fee will be charged for that portion of the account.”
- “For accounts opened or closed mid-billing period, fees will be prorated based on the days services are provided during the given period.”
How Paladin Retirement Advisors’ fees compare
- Its annual fee of $7,500 is above the Pennsylvania median of $6,000. 54% of the 74 other Pennsylvania planners that publish an annual fee charge less.
- None of the 2 other planners in Newtown that publish an annual fee charge less.
About Paladin Retirement Advisors
- Firm size: 2 employees.
- Registered as an adviser: 2025.
Firm details from Form ADV
- How the firm is paid
- Fixed or flat fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 3% a year
- Clients
- 34
- 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, selecting other advisers, and educational seminars and workshops
- Assets managed
- $11,648,914
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 333662
- Phone
- (215) 860-3101
Other planners in Newtown that publish fees
- Anthony Petsis & Associates Inc.Newtown$230/hr
- Ethos Capital Management, Inc.Newtown$350/hr, $1,650
- Innova Wealth Partners, LLCNewtown$500-$10,000, $1,000-$2,000/mo
- Insight Advisors, LLCNewtown$250/hr, $575/mo
- Jmac Enterprises LLCNewtown$2,500-$25,000/yr
- Kej Financial AdvisorsNewtown$325/hr, $2,000
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.