Firm
Quantum Financial Planning Services, Inc.
Spokane, Washington
Fee-only
Quantum Financial Planning Services, Inc. at a glance
- One of 298 fee-only firms based in Washington in the Wellspent graph.
- 15 advisors are listed here; 8 of 15 hold the CFP.
- Its Form ADV reports 19 employees and 790 individual clients, 253 of them high net worth.
- Its average account is about $240,000 (assets it manages divided by its 3,025 accounts).
- Its website says it's taking new clients.
- It works with clients virtually as well as in person.
Fee-only advisors in Washington · What fee-only advisors charge in Washington
Facts
| Based in | Spokane, Washington |
|---|---|
| Website | quantumplanning.com |
| [email protected] | |
| Phone | (509) 328-6653 |
Quantum Financial Planning Services, Inc. fees
Quantum Financial Planning Services, Inc. doesn't publish its prices on its website, or we couldn't confirm them word for word. Its website says it charges by: flat fee, percentage of assets, one-time plans or projects. Ask for its Form ADV Part 2A, which must describe its fees.
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 | $727 million |
| Individual clients | 537 |
| High-net-worth clients | 253 |
| Accounts managed | 3,025 |
| Employees | 19 |
| Planning clients | More than 500 |
| Registered with | The SEC (801-110112) |
| Financial planning | Offered |
| Form ADV filed | December 19, 2025 |
| SEC record | CRD 115877 |