Quantum Financial Planning LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
This total excludes 1 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Clients
159
28% high-net-worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
159
Very HighAverage account size
$0
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
Financial planning
Newsletters or periodicals
Expertise
Cash flow / budgeting
Debt management
College savings (529s, UTMA, etc.)
General retirement planning
Retirement income strategy
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 location
Quantum Financial Planning LLC
Langley WA, United States
Number of offices
1
Most active in
Quantum Financial Planning LLC has reported serving >5 clients in these states in the last 12 months.
Illinois · Texas · Washington · Wisconsin
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
-
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.
-
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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