Jordan Curnutt
Quantum Financial Planning Services · Spokane, Washington
Jordan Curnutt 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.
Request an introduction to Jordan →
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 | $727.2M across 3,025 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in TX, WA · CRD 6425327 |
| Exams passed | Series 66 (2015) |
| Firm size | 19 employees |
| Disclosures | None reported |
| Website | www.quantumplanning.com/podcast |
How Jordan's firm compares
- Quantum Financial Planning Services's average account is about $240,000, from its Form ADV (assets managed divided by 3,025 accounts).
Request an introduction to Jordan
Tell Jordan a little about what you're looking for. Jordan isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Jordan
Is Jordan Curnutt a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Jordan 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 Jordan charge for financial advice?
Jordan's firm, Quantum Financial Planning Services, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Jordan Curnutt based?
Jordan Curnutt is based in Spokane, Washington.
What credentials does Jordan Curnutt hold?
Jordan Curnutt holds the CFP credential.
Is Jordan Curnutt registered with the SEC?
Yes. Jordan Curnutt is registered as an investment adviser representative in TX and WA (CRD 6425327), 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 Jordan Curnutt?
Through Jordan's website, www.quantumplanning.com/podcast.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : 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 : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
See something wrong? Request a correction. Read our methodology.