Kerry White
Quantum Financial Planning Services · Spokane, Washington
Kerry White is a fee-only financial advisor at Quantum Financial Planning Services in Spokane, Washington. Quantum Financial Planning Services reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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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 |
| SEC registration | Investment adviser representative in WA · CRD 7786560 |
| Exams passed | Series 65 (2023) |
| Firm size | 19 employees |
| Disclosures | None reported |
| Website | www.quantumplanning.com/podcast |
How Kerry'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).
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Questions about Kerry
Is Kerry White a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Kerry 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 Kerry charge for financial advice?
Kerry's firm, Quantum Financial Planning Services, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Kerry White based?
Kerry White is based in Spokane, Washington.
Is Kerry White registered with the SEC?
Yes. Kerry White is registered as an investment adviser representative in WA (CRD 7786560), 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 Kerry White?
Through Kerry'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.
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