# John Henek

> John Henek is a fee-only financial advisor at Quantum Capital Investments in River Forest, Illinois. John focuses on tax planning, estate & legacy planning and retirement planning. Quantum Capital Investments reports charging a percentage of assets and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/john-henek/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Quantum Capital Investments
- **Based in:** River Forest, Illinois
- **Fee model (firm's Form ADV):** Percentage of assets; Fixed fees
- **Assets under management (firm):** $153M across 340 accounts
- **Specialties:** Tax planning, Estate & legacy planning, Retirement planning, Small business owners
- **Works with:** Retirees, Executives
- **CRD:** 5908472 (https://adviserinfo.sec.gov/individual/summary/5908472)
- **SEC registration:** Investment adviser representative in IL
- **Exams passed:** Series 65 (2011)
- **Firm size:** 2 employees
- **Disclosures:** None reported
- **Website:** http://www.quantumcapitalinvestments.com

## Frequently asked questions

### Is John Henek a fee-only financial advisor?

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

### How does John charge for financial advice?

John's firm, Quantum Capital Investments, reports charging a percentage of assets and fixed fees on its SEC Form ADV.

### Where is John Henek based?

John Henek is based in River Forest, Illinois.

### What does John specialize in?

John's specialties include tax planning, estate & legacy planning, retirement planning and small business owners. John works with retirees and executives.

### Is John Henek registered with the SEC?

Yes. John Henek is registered as an investment adviser representative in IL (CRD 5908472), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Quantum Capital Investments manage?

Quantum Capital Investments reports $153M across 340 accounts in assets under management.

### How do I contact John Henek?

Through John's website, www.quantumcapitalinvestments.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/5908472): 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
- The firm's website (https://www.quantumcapitalinvestments.com/): specialties, clients served, and fees, checked October 30, 2026

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