# Craig Whitbeck

> Craig Whitbeck is a fee-only financial advisor at Quantum Financial Planning Services in Spokane, Washington, who holds the CFP credential. Quantum Financial Planning Services reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/craig-whitbeck/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** Quantum Financial Planning Services
- **Based in:** Spokane, Washington
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $727.2M across 3,025 accounts
- **Credentials:** CFP
- **CRD:** 1050157 (https://adviserinfo.sec.gov/individual/summary/1050157)
- **SEC registration:** Investment adviser representative in WA
- **Exams passed:** Series 63 (1982), Series 65 (1997)
- **Firm size:** 19 employees
- **Disclosures:** None reported
- **Website:** https://www.quantumplanning.com/podcast/

## Frequently asked questions

### Is Craig Whitbeck a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Craig holds no broker registration, and Quantum Financial Planning Services reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Craig charge for financial advice?

Craig's firm, Quantum Financial Planning Services, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Craig Whitbeck based?

Craig Whitbeck is based in Spokane, Washington.

### What credentials does Craig Whitbeck hold?

Craig Whitbeck holds the CFP credential.

### Is Craig Whitbeck registered with the SEC?

Yes. Craig Whitbeck is registered as an investment adviser representative in WA (CRD 1050157), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Quantum Financial Planning Services manage?

Quantum Financial Planning Services reports $727.2M across 3,025 accounts in assets under management.

### How do I contact Craig Whitbeck?

Through Craig's website, www.quantumplanning.com/podcast.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/1050157): the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.