Quantum Financial Planning Services, INC.
Spokane, WA·SEC-registered · CRD #115877
Quantum Financial Planning Services, INC. is an SEC-registered investment advisory firm in Spokane, WA managing $727M across 3.1k client accounts, with 13 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$727M
Client accounts
3.1k
Advisory staff
13
Fee model
Fee-based
How Quantum Financial Planning Services, INC. is paid
Compensation arrangements disclosed on Form ADV. A fee-based firm may earn both client fees and product commissions; ask which applies to you.
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Common questions about Quantum Financial Planning Services, INC.
How much does Quantum Financial Planning Services, INC. manage?
Per its most recent SEC Form ADV filing (12/19/2025), Quantum Financial Planning Services, INC. reports $727M in regulatory assets under management across roughly 3.1k client accounts.
How does Quantum Financial Planning Services, INC. charge?
Quantum Financial Planning Services, INC. is a fee-based firm. Its disclosed compensation arrangements are: % of assets, Hourly, Commissions. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.
Is Quantum Financial Planning Services, INC. a fiduciary?
Yes. Quantum Financial Planning Services, INC. is registered with the U.S. Securities and Exchange Commission (CRD #115877), and SEC-registered investment advisers owe a fiduciary duty to act in their clients' best interest. You can verify its registration and any disclosures on the SEC's public record.
Is Quantum Financial Planning Services, INC. taking new clients like me?
Availability and account minimums vary and aren't in the public filing. The fastest way to find out is the free 2-minute match — it checks Quantum Financial Planning Services, INC. and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
Other advisory firms in Spokane, WA
Profile compiled from Quantum Financial Planning Services, INC.'s public SEC Form ADV filing (CRD #115877, filed 12/19/2025). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of Quantum Financial Planning Services, INC.. Listing does not imply any relationship. Figures are as reported to the SEC and may have changed; verify current details at adviserinfo.sec.gov. Are you with Quantum Financial Planning Services, INC.? Claim this profile.