Firm
Quantum Leap Capital
South Burlington, Vermont
Fee-only
Quantum Leap Capital at a glance
- One of 34 fee-only firms based in Vermont in the Wellspent graph.
- 3 advisors are listed here; 1 of 3 hold the CFP.
- Its Form ADV reports 5 employees and 333 individual clients, 38 of them high net worth.
- Its average account is about $210,000 (assets it manages divided by its 575 accounts).
- Its website says it's taking new clients.
- It works with clients virtually as well as in person.
Facts
| Based in | South Burlington, Vermont |
|---|---|
| Website | quantumleapcapital.com |
| Phone | (802) 448-2882 |
Quantum Leap Capital fees
Quantum Leap Capital doesn't publish its prices on its website, or we couldn't confirm them word for word. Its website says it charges by: percentage of assets, flat fee. 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 | $121 million |
| Individual clients | 295 |
| High-net-worth clients | 38 |
| Accounts managed | 575 |
| Employees | 5 |
| Planning clients | 101-250 |
| Registered with | The SEC (801-130581) |
| Financial planning | Offered |
| Form ADV filed | April 29, 2026 |
| SEC record | CRD 165310 |