QUALIFIED PLAN ADVISORY, LLC

RIASEC Registered

Total AUM

$105M

Discretionary

$10.6M

10% of AUM

Avg account

$3.5M

Accounts

Employees

Advisory reps

Firm details

Headquarters: SANTA ANA, California
CRD number: 135324
Website: www.qpadvisory.com
Custodians: ASCENSUS TRUST, CDM
Fee structure: Percentage of AUM, Fixed Fees
Client types: Pension & Profit Sharing Plans89.89%
Individuals10.11%
Services: Portfolio Management for IndividualsPension Consulting

Firm profile

FINTRX

Overview

Qualified Plan Advisory, LLC is a small, privately owned limited liability advisory firm that serves both individual/family and institutional clients. The firm lists portfolio management for individuals and small businesses and pension consulting services among its advisory activities. Its fees are a mix of percentage-of-assets under management and fixed fees. The firm does not identify as an active ESG investor, is not registered as a multi-state adviser, and is not positioned as a capital allocator to third‑party managers.