Quality Financial Planning LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
The firm provides discretionary asset management and financial planning to individuals, high‑net‑worth clients, and business entities, and also works with retirement plan sponsors. Services include portfolio management, a financial plan provided at no additional cost, and ERISA plan services for 401(k), 403(b), pension, cash‑balance and profit‑sharing plans.
Investment programs are tailored to each client’s objectives, time horizon and risk tolerance and rely on fundamental and technical analysis; accounts are managed on a discretionary basis and reviewed at least quarterly. The firm may appoint sub‑advisors or third‑party managers to implement strategies and monitors those managers while disclosing ongoing referral or fee‑sharing relationships.
Noteworthy distinctions include an affiliated insurance agency operated by the firm’s principal — approximately 30% of the principal’s time is devoted to insurance and estate‑planning activities and typical commission compensation from those activities is disclosed as a potential conflict. The firm also offers pension consulting that is uncommon among peers, providing both limited‑scope ERISA 3(21) advisory services and full discretionary ERISA 3(38) investment‑manager services, and it discloses referral and incentive arrangements with third‑party managers (for example, Gradient Investments).
Client services
Expertise
Fee options
$0 - $1,000,000: 1.6% annually $1,000,000.01 - $3,000,000: 1.3% annually $3,000,000.01+: 1.10% annually
Investment Advisor Representatives receive commissions from sales of investment-related insurance products; referral fees from Third Party Managers; portion of fees paid by Gradient Investments money manager.
Main office
Land O' Lakes FL
Advisors at this office
1
Most active in
Florida · Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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