WealthQuant Advisors
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
WealthQuant Advisors provides fee-based comprehensive financial planning and discretionary investment management to individuals, business owners, qualified retirement plans, and other entities. Its planning services include two tiers of written plans with a business add-on for owner-specific tax, succession and retirement-plan design, as well as project-based hourly consultations.
The firm constructs custom portfolios using fundamental, technical and cyclical analysis and may employ ESG, value, tactical, custom indexing and options strategies as appropriate, and it may recommend unaffiliated third‑party managers and managed account programs while maintaining ongoing oversight. WealthQuant also provides pension consulting and participant fiduciary advice for qualified plans and periodically sponsors financial education seminars and workshops for clients and plan participants.
Distinctive features include an affiliated insurance business whose representatives are licensed to sell life, health and accident products and may receive commissions, a practice of referring clients to alternative asset managers and selecting other advisers, and the availability of both fixed‑fee planning engagements and hourly project work. The founder’s quantitative and engineering background is reflected in the Wealth+ offering, which emphasizes equity‑compensation planning, concentrated‑stock diversification and pre‑IPO or liquidity‑event planning; the firm does not act as a private fund adviser.
Client services
Expertise
Occupation focus
Demographic focus
Fee options
Fixed fees for financial planning: Essentials $3,500; Wealth+ $6,000; Business Add-On $5,000.
$0 - $349,999: 1.50% $350,000 - $999,999: 1.00% $1 million - $2,999,999: 0.85% $3 million - $4,999,999: 0.70% $5 million - $9,999,999: 0.55% $10 million+: 0.45%
Commissions earned from insurance product sales through affiliated insurance entity; separate from advisory fees.
Hourly financial planning or consultation at $250 per hour, negotiable.
Ongoing membership fee of $300 per month after initial financial planning year.
Account minimum: $50,000 Fee-only: Fixed financial planning fees: Essentials $3,500, Wealth+ $6,000; Business Add-On $5,000 (additional). Ongoing membership fee $300/month after first year.
Main office
One Sansome, Suite 1400
San Francisco CA 94105
Advisors at this office
1
Most active in
California
Also doing business as
Wealthquant · Wealthquant Advisors · Wealthquant Advisors LLC · Wealthquant Capital · Wealthquant Capital 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 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
Quick links
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