Wende Headley
Quantum Financial Advisors · Pasadena, California
Wende Headley is a fee-only financial advisor at Quantum Financial Advisors in Pasadena, California, who holds the CFP credential. Quantum Financial Advisors reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Quantum Financial Advisors |
|---|---|
| Based in | Pasadena, California |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $1.48B across 1,707 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CA · CRD 6236175 |
| Exams passed | Series 65 (2014) |
| Firm size | 16 employees |
| Disclosures | None reported |
| Website | www.quantumadvisors.com |
How Wende's firm compares
- Quantum Financial Advisors's average account is about $869,000, from its Form ADV (assets managed divided by 1,707 accounts).
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Questions about Wende
Is Wende Headley a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Wende 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 Wende charge for financial advice?
Wende's firm, Quantum Financial Advisors, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Wende Headley based?
Wende Headley is based in Pasadena, California.
What credentials does Wende Headley hold?
Wende Headley holds the CFP credential.
Is Wende Headley registered with the SEC?
Yes. Wende Headley is registered as an investment adviser representative in CA (CRD 6236175), 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 Wende Headley?
Through Wende'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.
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