# Tracy Shemano

> Tracy Shemano is a fee-only financial advisor at Quantum Financial Advisors in Santa Monica, California. Quantum Financial Advisors reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/tracy-shemano/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** Quantum Financial Advisors
- **Based in:** Santa Monica, California
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $1.48B across 1,707 accounts
- **CRD:** 2309084 (https://adviserinfo.sec.gov/individual/summary/2309084)
- **SEC registration:** Investment adviser representative in CA
- **Exams passed:** Series 63 (1995), Series 65 (2018)
- **Firm size:** 16 employees
- **Disclosures:** None reported
- **Website:** https://www.quantumadvisors.com

## Frequently asked questions

### Is Tracy Shemano a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Tracy holds no broker registration, and Quantum Financial Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Tracy charge for financial advice?

Tracy's firm, Quantum Financial Advisors, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Tracy Shemano based?

Tracy Shemano is based in Santa Monica, California.

### Is Tracy Shemano registered with the SEC?

Yes. Tracy Shemano is registered as an investment adviser representative in CA (CRD 2309084), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Quantum Financial Advisors manage?

Quantum Financial Advisors reports $1.48B across 1,707 accounts in assets under management.

### How do I contact Tracy Shemano?

Through Tracy's website, www.quantumadvisors.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/2309084): 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

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.