Quantitative Financial Strategies at a glance
- One of 336 fee-only firms based in Colorado in the Wellspent graph.
- 1 advisor is listed here, who holds the CFP.
- Its Form ADV reports 3 employees and 27 individual clients, 22 of them high net worth.
- Its average account is about $1.4 million (assets it manages divided by its 114 accounts).
- Its website says it's taking new clients.
Fee-only advisors in Colorado · What fee-only advisors charge in Colorado
Facts
| Based in | Denver, Colorado |
|---|
Questions about Quantitative Financial Strategies
Does Quantitative Financial Strategies have an account minimum?
Yes. Quantitative Financial Strategies states an account minimum of $10,000,000. We found this on its website, checked November 7, 2026.
How is Quantitative Financial Strategies paid?
Quantitative Financial Strategies's Form ADV says it is paid by: percentage of assets, hourly, fixed fees.
How many advisors does Quantitative Financial Strategies have in the Wellspent public graph?
The Wellspent public graph lists 1 advisor at Quantitative Financial Strategies.
What is the average account at Quantitative Financial Strategies?
Quantitative Financial Strategies's average account is about $1.4 million. That's the assets on its Form ADV divided by its 114 accounts.
What does Quantitative Financial Strategies specialize in?
Quantitative Financial Strategies's advisors and website list family wealth transfer and real estate investors.
Is Quantitative Financial Strategies accepting new clients?
Yes, according to Quantitative Financial Strategies's website, checked November 7, 2026.
Quantitative Financial Strategies fees
What the firm's own website says it charges, checked November 7, 2026. We keep a price only when the exact words stating it appear on the page.
| Account minimum | $10,000,000 |
|---|
In the firm's words
"At QFS, we primarily serve families with $10 million in investable assets." source
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets · Hourly · Fixed fees |
|---|---|
| Assets managed | $156 million |
| Individual clients | 5 |
| High-net-worth clients | 22 |
| Accounts managed | 114 |
| Employees | 3 |
| Planning clients | 0 |
| Registered with | The SEC (801-135867) |
| Financial planning | Offered |
| Form ADV filed | August 10, 2026 |
| SEC record | CRD 331416 |