QUINN FINANCIAL PLANNING, LLC

Overview

Quinn Financial Planning, LLC is an independent, owner-operated registered investment adviser that provides fee-based wealth management and planning primarily to individual and family clients. The firm’s stated advisory activities center on financial planning, portfolio management for individuals and small businesses, pension consulting services and selecting other advisers when clients need access to specialized managers. Quinn Financial’s stated investment posture is equity‑oriented: the firm shows a clear preference for exchange‑traded equities as the dominant allocation in client portfolios, and it does not identify itself as an active ESG investor. The firm acts as a capital allocator in the sense that it can and does select outside managers or advisers when appropriate, but its day‑to‑day implementation appears driven by listed securities, mutual funds and exchange‑traded products rather than direct, in‑house alternative strategies. Fee billing is on a percentage‑of‑AUM basis, aligning compensation with asset growth and maintenance.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices