Matthew Paladini
Matthew Paladini is a CFP-designated registered investment advisor at Cerity Partners Retirement Plan Consultants, based in Arlington, TX, with 24 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 850 clients with $40B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Location
2015 E. Lamar Blvd., Suite 200, Arlington, TX, 76006
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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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
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Exams
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