Quality Financial Planning LLC

Overview

Quality Financial Planning LLC is a small, independent registered investment adviser organized as an LLC and owned by an individual. The firm serves individual and family clients and bills on a percentage-of-AUM basis (with other fee arrangements also noted). It lists core advisory services as financial planning, portfolio management for individuals and small businesses, selection of other advisers, and pension consulting among its activities. The firm identifies itself as a capital allocator and has an affiliation with an insurance company. It does not describe itself as an active ESG investor and is not set up as a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives