Quinn Financial Planning, LLC
Orland Park, Illinois
Quinn Financial Planning, LLC at a glance
- One of 330 fee-only firms based in Illinois in the Wellspent graph.
- 1 advisor is listed here, who holds the CFP.
- Its Form ADV reports 1 employee and 110 individual clients, 45 of them high net worth.
- Its average account is about $432,000 (assets it manages divided by its 222 accounts).
Fee-only advisors in Illinois · What fee-only advisors charge in Illinois
Facts
| Based in | Orland Park, Illinois |
|---|---|
| Website | quinnfp.com |
| [email protected] | |
| Phone | (708) 586-7001 |
Questions about Quinn Financial Planning, LLC
How is Quinn Financial Planning, LLC paid?
Quinn Financial Planning, LLC's Form ADV says it is paid by: percentage of assets.
How many advisors does Quinn Financial Planning, LLC have in the Wellspent public graph?
The Wellspent public graph lists 1 advisor at Quinn Financial Planning, LLC.
What is the average account at Quinn Financial Planning, LLC?
Quinn Financial Planning, LLC's average account is about $432,000. That's the assets on its Form ADV divided by its 222 accounts.
What does Quinn Financial Planning, LLC specialize in?
Quinn Financial Planning, LLC's advisors and website list retirement planning and tax planning.
Quinn Financial Planning, LLC fees
Quinn Financial Planning, LLC 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. 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 |
|---|---|
| Assets managed | $96 million |
| Individual clients | 65 |
| High-net-worth clients | 45 |
| Accounts managed | 222 |
| Employees | 1 |
| Planning clients | 1-10 |
| Financial planning | Offered |
| Form ADV filed | January 20, 2026 |
| SEC record | CRD 150528 |
Advisors at this firm (1)
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