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 65, Series 66, CPA
Experience Industry experience
5 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% TypicalBecause I couldn't imagine a more rewarding career. I get paid to sit with people, get to know them, and listen to their biggest hopes and dreams then go help them accomplish them. Clients trust us with their livelihoods and some of their deepest fears and we get to guide them through so many seasons of life.
Nick Fuller is a CERTIFIED FINANCIAL PLANNER® professional, Certified Public Accountant (CPA), and financial planner at Quantum Financial Planning. Quantum Financial Planning is a fee-only and fiduciary firm that serves retirees in Spokane and nationwide.
Quantum Financial Planning helps those ready to retire design a retirement plan that is tax-efficient, organized, and flexible for the decades ahead. Its team is easy to reach by phone or email, has a deep bench of specialists, and can handle complex retirement planning scenarios.
► Our team can help you answer questions like:
💬 What can I do today to prepare my finances for retirement? 💬 When can I realistically stop working, or is early or semi-retirement possible for me? 💬 How can I proactively lower the taxes on my retirement or other major windfalls? 💬 What’s the right mix of investments to protect my money and still see it grow? 💬 What thoughtful steps can I take to make the most of an inheritance? 💬 How can I protect my hard-earned nest egg from inflation and rising costs? 💬 What’s an easy way to budget for travel, hobbies, and experiences without overspending? 💬 How do we adjust our financial plan if anything unexpected happens? 💬 Can I see how different choices I make today will affect my retirement lifestyle? 💬 Which accounts should I tap into first to help my retirement savings last longer?
If you’d like help with retirement planning, proactive tax planning, or managing a large windfall like an inheritance or sale of a business, reach out to our team. We can help you understand how to make the most of what you’ve saved or will receive while also planning for multiple big goals.
You only retire once… our goal is to make sure you’re excited for what comes next!
Learn more about Quantum Financial Planning at: https://www.quantumplanning.com/
Based on Quantum Financial Planning Services, Inc.
1.0%
$5,000 Minimum
Spokane, WA
720 W Boone Ave, Ste 100
Spokane WA 99201
Advisors at this office
15
Washington
5 years of industry experience
Quantum Financial Planning Services, Inc.
2024 - Present • 2 years
Spokane, WA
Royal Alliance Associates, INC.
2021 - 2024 • 3 years
Spokane, WA
Maynard Azose
2021 - 2024 • 3 years
Spokane, WA
Waddell & Reed Inc
2021 - 2021 • 1 year
Spokane, WA
Maynard Azose
2020 - 2021 • 1 year
Spokane, WA
Moss Adams LLP
2018 - 2020 • 2 years
Spokane, WA
UnEMPLOYED
2018 - 2018 • 1 year
Spokane, WA
J.P. Morgan Chase & Co.
2017 - 2018 • 1 year
Spokane, WA
STUDENT
2014 - 2018 • 4 years
Spokane, WA
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
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.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)