A complete list of active advisors currently associated with Quality Wealth Management

Warmer can help you find a great advisor at Quality Wealth Management or one who fits your needs even better.

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.

To learn more about the advisors currently working at Quality Wealth Management, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name	Location	Years of experience
Jaime Hinojosa	Phoenix, AZ	44

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