Thomas Nowak
Quantum Financial Planning · Langley, Washington
Thomas Nowak is a fee-only financial advisor at Quantum Financial Planning in Langley, Washington, who holds the CFP credential. Thomas charges hourly fees (no asset minimum) and focuses on sustainable & impact investing and retirement planning.
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Specialties
Facts
| Firm | Quantum Financial Planning |
|---|---|
| Based in | Langley, Washington |
| Fee model | Hourly |
| Fees (firm's website) | No asset minimum |
| Accepting new clients | Not currently |
| Credentials | CFP |
| SEC registration | Investment adviser representative in IL, TX, WA, WI · CRD 4889722 |
| Exams passed | Series 65 (2004) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.quantumfinancialplanning.com |
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Questions about Thomas
Is Thomas Nowak a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Thomas holds no broker registration, and Quantum Financial Planning reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Thomas charge for financial advice?
Thomas charges hourly fees.
How much does Thomas charge?
According to Quantum Financial Planning's website, checked October 30, 2026: no asset minimum.
Where is Thomas Nowak based?
Thomas Nowak is based in Langley, Washington.
What does Thomas specialize in?
Thomas's specialties include sustainable & impact investing and retirement planning.
What credentials does Thomas Nowak hold?
Thomas Nowak holds the CFP credential.
Is Thomas Nowak registered with the SEC?
Yes. Thomas Nowak is registered as an investment adviser representative in IL, TX, WA and WI (CRD 4889722), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How do I contact Thomas Nowak?
Through Thomas's website, www.quantumfinancialplanning.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
- Quantum Financial Planning 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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