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Paladin Investment Advisors

Updated today

Client assets under management

$44,435,985

Clients

413

0% high-net-worth

Advisors

4

of 4 employees

Firm type

Supported

1-4 advisors or >$200M in AUM

Clients per advisor

103

Very High

Average account size

$107,593

About

Paladin Investment Advisors provides investment advisory and portfolio management services to individuals, business owners, charities, and foundations, and also offers support to sponsors of ERISA-qualified retirement plans. The firm manages discretionary accounts through its Paladin Wrap Fee Program and may recommend fixed insurance products that IARs sell for commission from carriers.

Paladin describes a customized, holistic wealth management process that starts with needs analysis and incorporates assets held away, risk tolerance, and a mix of active and passive strategies. The firm makes third‑party investment advisers (TPIAs) available within its wrap program and reviews those managers periodically using performance, risk‑adjusted measures and other criteria.

What distinguishes Paladin from many peers is its role as a wrap fee program sponsor that integrates outside sub‑advisers, despite a relatively modest $47 million in discretionary AUM across roughly 413 client relationships. The firm also discloses soft‑dollar research and tools received via Charles Schwab and permits IARs to recommend insurance products for which the IARs receive separate commissions.

Client services

Portfolio management

Expertise

Real estate investing Annuities Options & derivatives strategies

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Fee options

Percentage

$10,000 - $100,000: 2.00% annually $100,001 - $250,000: 1.75% annually $250,001 - $500,000: 1.50% annually $500,001 - $1,000,000: 1.25% annually $1,000,001+: 1.00% annually

Commissions

IARs may receive commissions from insurance products sold to clients, in addition to advisory fees; the firm itself does not receive commissions

Other

Account minimum: $5,000 Minimum fee: Minimum monthly fee of $5.00 per individual per account if minimum account size is waived or lowered by the IAR

Main office location

Paladin Investment Advisors

909 S. Pine Street, Suite B

Cabot AR 72023, United States

Number of offices

1

Most active in

Arkansas

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Quick links

Advisors at this firm

user avatar

Marshall B

Series 66

Cabot, AR

Paladin Investment Advisors

Marshall Butler is a Series 66-registered financial advisor at Paladin Investment Advisors with eight years of industry experience. He has held roles at several firms including Veritas Independent Partners, Pinnacle Wealth Management, and Edward Jones. Butler is a part owner of Pinnacle Consultants, where he is involved in the sale of insurance products. Paladin Investment Advisors provides customized investment advisory and financial planning services to individuals, business owners, nonprofit charities, foundations, and sponsors of ERISA-qualified retirement plans. The firm manages approximately $49.5 million in discretionary assets and employs a holistic wealth management approach using active, passive, or blended strategies.

Real estate investing Annuities Options & derivatives strategies
user avatar

Justin K

Series 66

Cabot, AR

Paladin Investment Advisors

Justin Kaminski is a financial advisor at Paladin Investment Advisors with a Series 66 designation and one year of industry experience. His prior work includes roles at Pinnacle Advisors, LPL Enterprise LLC, Walton Enterprises Inc., and Walmart Inc. Outside of advising, Kaminski is a business owner of a tanning salon and serves as a nonprofit board member for Graceland University. Paladin Investment Advisors provides investment advisory and financial planning services to individuals, business owners, nonprofits, and ERISA-qualified retirement plan sponsors. The firm manages approximately $49.5 million in discretionary assets and offers a customized wealth management process using active, passive, or blended strategies, including a wrap fee program and third-party sub-advisory services.

Real estate investing Annuities Options & derivatives strategies
user avatar

Kenneth K

Series 65

Cabot, AR

Paladin Investment Advisors

Kenneth Kincade is a financial advisor at Paladin Investment Advisors with 12 years of industry experience. He holds a Series 65 designation and has previously worked at Veritas Independent Partners and World Trend Financial Planning Services. Outside of his advisory role, Kincade serves as the mayor of Cabot, Arkansas, and is the managing partner of an accounting firm specializing in tax preparation, business consulting, and valuation. Paladin Investment Advisors provides investment advisory and financial planning services to individuals, business owners, nonprofit organizations, and sponsors of ERISA-qualified retirement plans. The firm manages approximately $49.5 million in discretionary assets and offers a customized, holistic wealth management process that includes both discretionary and non-discretionary portfolio management using active, passive, or blended strategies.

Real estate investing Annuities Options & derivatives strategies
user avatar

Seth H

Series 65

Cabot, AR

Paladin Investment Advisors

Seth Haile is a financial advisor at Paladin Investment Advisors with three years of industry experience. He holds a Series 65 designation and previously worked at Edward Jones and Strategic Financial Partners. Outside of finance, he has been involved with First Baptist Church since 2022. Paladin Investment Advisors provides investment advisory and financial planning services to individuals, business owners, nonprofit charities, foundations, and ERISA-qualified retirement plan sponsors. The firm manages approximately $49.5 million in discretionary assets and offers a customized wealth management process that includes both discretionary and non-discretionary portfolio management using active, passive, or blended strategies.

Real estate investing Annuities Options & derivatives strategies
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