Quantum Financial Planning Services, Inc.
Firm details
- Headquarters
- Spokane, Washington
- CRD number
- 115877
- Registered since
- March 15, 2017
- Website
- www.quantumplanning.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI68.59%
- Individuals29.9%
- Charitable Organizations1.28%
- Corporations / Businesses0.23%
- Services
- Financial PlanningPortfolio Management for IndividualsPension Consulting
Firm profile
FINTRXOverview
Quantum Financial Planning Services, Inc. is an independent registered investment advisor formed in 2017 and owned by an individual. The firm focuses on serving individual and family clients, offering financial planning, portfolio management for individuals and small businesses, and pension consulting. Its fee schedule is a mix of percentage-of-AUM, hourly charges, and fixed fees. The adviser is not flagged as an active ESG investor and is not classified as a capital allocator.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds97%
- Exchange Traded Equities2%
- Cash & Cash Equivalents1%
Contacts
3 of 15
Travis Schiele
Financial ParaplannerCRD 7379029
Nicholas Fuller
Financial PlannerCRD 7323006
Joseph Quansah
Investment Advisor RepresentativeCRD 8128308
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 39Active vs passive
$381M in ETFs
40%
$154M
32%
$227M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD GROWTH INDEX FUND (VUG) | Vanguard | Passive | Large Growth | $71.1M | 825,945 | 18.67% |
Location
Spokane, WA
Spokane
Location
Spokane, WA
Headquartered in Spokane, WA, anchoring the Spokane-Spokane Valley-Coeur d'Alene, WA-ID metro in the West.
- Metro area
- Spokane-Spokane Valley-Coeur d'Alene, WA-ID
- Region
- West
- County
- Spokane
- Address
- 720 W Boone Ave
- Time zone
- PT (UTC-8)
- Office locations
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