QP Financial

Overview

QP Financial is structured as a single-owner limited liability company that provides advisory services to individuals and small businesses while also operating as an insurance broker. The firm describes its advisory work as financial planning, discretionary or non‑discretionary portfolio management for individuals and small-business clients, and the selection of other advisers — indicating it acts both as a direct manager and as a capital allocator that can appoint third‑party managers for client mandates. Compensation arrangements include asset‑based fees, hourly billing and fixed fees. The firm is not listed as an active ESG investor, is not identified as a multi‑state adviser, and does not present itself as a pension consultant or related adviser.

Assets & Accounts

Investments & Alternatives

Location & Offices