Matthew Paladini
Matthew Paladini is a CFP-designated registered investment advisor at Cerity Partners Retirement Plan Consultants, based in Arlington, TX, with 23 years of industry experience. Matthew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Retirement Planning. Their firm serves 622 clients with $19B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
RPC charges a fee based on the size of the retirement plan's assets, up to 1.00% annually, or a fixed fee based on the scope of the engagement. The minimum annual fee is $15,000. Fees are negotiable and may be reduced or waived at RPC's discretion. These fees do not include charges from record keepers, administrators, custodians, or brokers.
Location
2015 E. Lamar Blvd., Suite 200, Arlington, TX, 76006
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Matthew is a partner at Wealth Advisors Trust Company since 2009, where he is an owner and member of the board of directors. He dedicates a few hours per week to this role, with some of that time during trading hours.
Employment History
Current Registrations
Cerity Partners LLC
Cerity Partners Retirement Plan Consultants
Previous Registrations
Paladini Financial Advisors, LLC
Cain, Watters & Associates, PC
Ernst & Young LLP
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.