Jeffrey Paladini
Jeffrey Paladini is a CFP-designated registered investment advisor at Cerity Partners LLC, based in Fort Worth, TX, with 24 years of industry experience. Jeffrey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 2 more. Their firm serves 19,810 clients with $120B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Our comprehensive wealth management service fee is negotiable based on the factors listed herein and generally would not exceed 1.50% per year of assets under advisement.
Fee Estimator
Location
3526 West Vickery Blvd, Fort Worth, TX, 76107
Get directionsHistory
Regulatory History (2)
Customer Dispute
October 2022Customer Dispute
September 2019Other Business ActivitiesSells Insurance
Jeffrey is involved in several business activities, including managing rental properties, acting as a social security representative, and managing real estate investments through multiple LLCs and funds. He also is a member of BD4RIA Insurance Agency, LLC, where he sells and monitors insurance products, and owns a construction company in Colorado.
Employment History
Current Registrations
Cerity Partners LLC
Previous Registrations
Arkadios CapitalBroker
Bd4ria, INC.Broker
Triad Advisors LLCBroker
Karsten Advisors
Commerce Wealth Advisers, LLC
Dewaay Financial Network, LLCBroker
H.D. Vest Advisory Services, INC
H.D. Vest Investment ServicesBroker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.