Quantum Financial Planning LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$0
Clients
159
Advisors
1
of 1 employees
About
Quantum Financial Planning LLC provides financial planning and investment consultation to individuals, families and small organizations, including retirement-plan advice and rollovers for employer-sponsored plans. Its services cover cash-flow and debt analysis, retirement and education planning, estate and tax planning, risk management, and periodic investment recommendations.
The firm delivers advice on an hourly, fee-for-service basis and does not provide ongoing discretionary portfolio management or percentage-of-assets billing; clients retain implementation discretion and execute recommended trades through their chosen custodians. When giving investment guidance it emphasizes long-term buy-and-hold allocations with periodic rebalancing, favoring diversified, tax-efficient and low-cost vehicles while using fundamental and technical analyses to inform recommendations.
Noteworthy distinctions include a quarterly newsletter distributed at no cost and that the firm’s principal is a published author on low-fee socially responsible and vegan investing, activities disclosed as ancillary to advisory work. The firm also notes participation in the Garrett Planning Network Alliance and a practice mix that includes small corporate or business clients for retirement-plan work, a client composition and service model less common among solo independent advisers.
Client services
Expertise
Fee options
$180 per hour billed in 15-minute increments
Fee-only: Hourly fee of $180 per hour, billed in 15-minute increments. Deposit of $500 or 50% of lower end of estimated fee range, whichever is less, generally required.
Main office
Langley WA
Advisors at this office
1
Most active in
Illinois · Texas · Washington · Wisconsin
Also doing business as
Quantum Financial Planning · Quantum Financial Planning LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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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
Quick links
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