Advisor at Quantum Financial Planning Services, Inc. — Spokane, WA
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
CFP®, Series 63, Series 65
Experience Industry experience
27 years
Location
Spokane, WA 99201
Quantum Financial Planning Services, Inc.
Team
Total advisors
15Clients per advisor
53 TypicalAvg AUM per client
$906,605 TypicalHNW client ratio
32% TypicalEric Christiansen is a CFP® with 30 years of industry experience. He has worked at Quantum Financial Planning Services, Inc. since 1995 and was previously with Securities Service Network, Inc. for 18 years.
Quantum Financial Planning Services, Inc. is a fee-only, SEC-registered advisory firm serving individuals, small businesses, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm focuses on comprehensive financial planning and investment management using globally diversified portfolios tailored to clients’ time horizons and risk tolerances.
Based on Quantum Financial Planning Services, Inc.
Ongoing monthly flat fee for specialized real estate professional financial planning service: $250/month under $500,000 AUM; $125/month $500,000-$1 million AUM; $0 over $1 million AUM; also initial and one-time financial planning flat fees based on complexity
$0 - $500,000: Flat fee of $1,250 per quarter $500,000+: Tiered blended fee up to 1.25% annual maximum; specific tiers not fully detailed
$350 per planner hour; $75 per support staff hour
Account minimum: $500,000 minimum fee applies for assets under management Minimum fee: $1,250 per quarter for assets under $500,000, negotiable Fee-only: Yes, fee-only comprehensive financial planning and investment advisory services
Spokane, WA
720 W Boone Ave, Ste 100
Spokane WA 99201
Advisors at this office
15
Texas · Washington
27 years of industry experience
Securities Service Network, Inc.
1999 - 2017 • 18 years
Spokane, WA
Quantum Financial Planning Services, Inc.
1995 - Present • 31 years
Spokane, WA
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
A client's investment-related complaint, arbitration or lawsuit, including ones that were denied, withdrawn or settled.
Jan 28, 2009 • Closed-No Action
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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