Tracy Shemano
Quantum Financial Advisors · Santa Monica, California
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.
Request an introduction to Tracy →
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 | $1.48B across 1,707 accounts |
| SEC registration | Investment adviser representative in CA · CRD 2309084 |
| Exams passed | Series 63 (1995) · Series 65 (2018) |
| Firm size | 16 employees |
| Disclosures | None reported |
| Website | www.quantumadvisors.com |
How Tracy's firm compares
- Quantum Financial Advisors's average account is about $869,000, from its Form ADV (assets managed divided by 1,707 accounts).
Request an introduction to Tracy
Tell Tracy a little about what you're looking for. Tracy isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Tracy
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.
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.
See something wrong? Request a correction. Read our methodology.