The Paladin Registry pre-screens financial planners and investment advisors. It’s free to use and there’s no obligation. Start now:
A qualified financial advisor can help you:
- Create a financial plan that integrates debt payment, saving for goals and investing for retirement
- Manage your investments to maximize returns while minimizing risk, fees, and taxes
- Navigate complicated financial needs like insurance or estate planning
But not all advisors are created equally. Many work for financial services companies and are compensated for selling investments or insurance products that make generous profits for their employers.
We recommend finding a fee-only advisor. These advisors work for an agreed upon fee — either upfront or as a percentage of the investments they manage for you. By going “fee only”, you know what you’re paying and that your advisor doesn’t have conflicts when recommending investments.
But how do you find such an advisor?
Money Under 36 partners with The Paladin Registry, a reputed directory of fee-only financial planners and registered investment advisors (RIAs). Paladin only accepts a small percentage of advisors who meet their criteria for professional experience, certifications, and fee transparency. Paladin can pair you with an advisor in your area that focuses on what you need, whether it’s comprehensive financial planning, investment management or both. Using the registry is free and there’s no obligation to work with any of the advisors they recommend.