Quality Wealth Management
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Quality Wealth Management provides financial planning to individuals, professionals, business owners, trusts, estates, and pension and profit‑sharing plans. Services include comprehensive planning across retirement, tax, insurance, education funding, estate, and business succession topics delivered via financial plans, letters of engagement, retainers, or hourly engagements.
The firm’s work centers on planning and recommendations rather than discretionary portfolio management; it does not provide ongoing asset management and conducts periodic reviews, generally quarterly or when triggered by life or market events. Fees are charged as fixed, retainer, or hourly amounts and are billed on a quarterly basis rather than as a percentage of assets under management.
Distinctive for a solo independent adviser, the owner maintains an affiliation with a broker‑dealer, is a registered principal/registered representative, and is a licensed insurance agent, and the brochure discloses receiving insurance and brokerage commissions and offering investment management through the broker‑dealer under separate agreements with custody at Pershing. The combination of serving pension/profit‑sharing plans, holding broker‑dealer and insurance relationships, and emphasizing fee/retainer/hourly planning over AUM billing is atypical for firms of this size.
Client services
Expertise
Occupation focus
Fee options
Retainer agreements with fixed fees based on project size and negotiable
Hourly rate is $250 for limited scope planning engagements
Minimum fee: Minimum fee for financial plan is $2,000 payable quarterly; fees are negotiable and based on complexity Fee-only: Fee-only financial planning firm; fees include fixed fees and hourly charges
Main office
8620 S. 21st Place
Phoenix AZ 85042
Advisors at this office
1
Most active in
California
Also doing business as
Jaime A. Hinojosa, Dba Quality Wealth Management · Jaime Alberto Hinojosa · Quality Wealth Management
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.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Is not active or affiliated with:
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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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