Jordi Bakovic-Quiroga
TQM Wealth Partners · St. Augustine, Florida
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.
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Specialties
Who they serve
- Founders
- Executives
- High earners
- Pre-retirees
- Multi-generational families
- Divorced individuals
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 | $123.7M across 220 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in FL, MA · CRD 7555375 |
| Firm size | 4 employees |
| Disclosures | None reported |
| Website | www.tqmwealthpartners.com |
| Profile |
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Questions about Jordi
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.
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
- TQM Wealth Partners website : specialties, clients served, and fees, checked October 30, 2026
- 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.
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