QP Financial

Overview

QP Financial operates as a limited liability company whose ownership is held by an individual. The firm functions as both an insurance broker and an adviser, offering financial planning, portfolio management for individuals and small businesses, and selection of other advisers. It describes itself as a capital allocator and uses a mix of fee arrangements—percentage of assets under management, hourly billing, and fixed fees—depending on the engagement. QP Financial is not positioned as an active ESG investor, does not report multi-state advisory registration, and is not identified as a pension consultant or part of a related-adviser structure. The firm’s classification is listed as unclassified and its founding or SEC registration year is not specified in available records. Its advisory activity profile suggests a focus on retail and small-business clients, with an emphasis on coordination of advice and outsourcing or selecting external managers when appropriate.

Investments & Alternatives