# Jordi Bakovic-Quiroga

> Jordi Bakovic-Quiroga is a fee-only financial advisor at TQM Wealth Partners in St. Augustine, Florida, who holds the CFP credential. Jordi focuses on equity compensation, founders (pre-exit) and estate & legacy planning. TQM Wealth Partners reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

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

## Facts

- **Firm:** TQM Wealth Partners
- **Based in:** St. Augustine, Florida
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $123.7M across 220 accounts
- **Credentials:** CFP
- **Specialties:** Equity compensation, Founders (pre-exit), Estate & legacy planning, Tax planning, Family wealth transfer
- **Works with:** Founders, Executives, High earners, Pre-retirees, Multi-generational families, Divorced individuals
- **CRD:** 7555375 (https://adviserinfo.sec.gov/individual/summary/7555375)
- **SEC registration:** Investment adviser representative in FL, MA
- **Firm size:** 4 employees
- **Disclosures:** None reported
- **Website:** http://www.tqmwealthpartners.com

## Frequently asked questions

### Is Jordi Bakovic-Quiroga a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Jordi holds no broker registration, and TQM Wealth Partners reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Jordi charge for financial advice?

Jordi's firm, TQM Wealth Partners, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Jordi Bakovic-Quiroga based?

Jordi Bakovic-Quiroga is based in St. Augustine, Florida.

### What does Jordi specialize in?

Jordi's specialties include equity compensation, founders (pre-exit), estate & legacy planning, tax planning and family wealth transfer. Jordi works with founders, executives, high earners, pre-retirees and multi-generational families.

### What credentials does Jordi Bakovic-Quiroga hold?

Jordi Bakovic-Quiroga holds the CFP credential.

### Is Jordi Bakovic-Quiroga registered with the SEC?

Yes. Jordi Bakovic-Quiroga is registered as an investment adviser representative in FL and MA (CRD 7555375), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does TQM Wealth Partners manage?

TQM Wealth Partners reports $123.7M across 220 accounts in assets under management.

### How do I contact Jordi Bakovic-Quiroga?

Through Jordi's website, www.tqmwealthpartners.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/7555375): 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.tqmwealthpartners.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.