Firm
Quantum Financial Planning
Langley, Washington
Fee-only
Quantum Financial Planning at a glance
- One of 298 fee-only firms based in Washington in the Wellspent graph.
- 1 advisor is listed here, who holds the CFP.
- Its Form ADV reports 1 employee and 159 individual clients, 45 of them high net worth.
Fee-only advisors in Washington · What fee-only advisors charge in Washington
Facts
| Based in | Langley, Washington |
|---|---|
| Website | quantumfinancialplanning.com |
| Phone | (847) 767-1682 |
Quantum Financial Planning fees
What the firm's own website says it charges, checked October 30, 2026. We keep a price only when the exact words stating it appear on the page.
| Account minimum | None |
|---|---|
| How it charges | Hourly |
In the firm's words
"We do not require that you have a minimum income or account size, nor do we charge a minimum fee amount." source
"We specialize in providing hourly, as-needed financial planning and advice to individuals and families" 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 | Hourly |
|---|---|
| Individual clients | 114 |
| High-net-worth clients | 45 |
| Employees | 1 |
| Planning clients | 101-250 |
| Financial planning | Offered |
| Form ADV filed | January 2, 2026 |
| SEC record | CRD 133626 |