Paladin Transparency Index (PTI)


Data compiled from company, regulatory agency (SEC, FINRA), and third party websites. Did Not Disclose (DND) means Paladin could not find this information on the Internet. Advisory firms can submit updated information to Paladin Research. Paladin will update the OFA report if it can validate the information.

  • Type of Financial Firm: Online Financial Advisor (OFA)
  • URL:
  • Year Established: 2014
  • Headquarters Location: Franklin, TN
  • Most Recent Update: 8/18/15

Types of Financial Services

  • Financial planning

Registration & Licensing

  • SEC: 801-79141
  • CRD: 169237
  • IARD: 169237
  • Disclosures ( No

Contact Information

  • Email:
  • Telephone: No
  • Human Contact: Yes
  • Type of Contact: Email


  • Minimum Asset Requirement: None
  • Minimum Fee: None
  • Free Offer(s): 30 day free trial

Combined Fees

  • Service Initiation Fees: None
  • Annual Fee: $9.95 monthly fee or $89 annual fee
  • Annual Third Party Fee(s): Possibly
  • Examples of Third Parties: ETF's, Index Funds, Mutual Funds, Broker/Dealers

Scope of Business

  • Number of Users: DND (per website)
  • Assets (Paid): Not applicable
  • Assets (Free): Not applicable

Investment Services

  • Number of Portfolios: Not applicable
  • Types of Investments: Not applicable
  • Investment Managers: DND

Additional Investment Services

  • Data Aggregation Services: No
  • Tax Loss Harvesting: Not applicable
  • Rebalancing: Not applicable
  • Account Liquidity: DND
  • Investor Discretion: Not applicable

Additional Information

  • Clearing & Custody: Investor's choice
  • Mobile Application: Yes

Paladin Transparency Rating (PTI)

  • 2.5


  • None


  • The iQuantifi system provides specific product recommendations. The products are limited to those that Tom White the owner and developer of iQuantifi has researched and/or is familiar with based on his experience in the financial services industry. The iQuantifi program does not include the entire universe of securities products available to a potential investor.

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