Quality Financial Planning LLC
Firm details
- Headquarters
- ,
- CRD number
- 319000
- Website
- qualityfinancialplans.com
- Custodians
- CHARLES SCHWAB & CO., INC., ALIGHT-ANON HEWITT
- Fee structure
- Percentage of AUM, Other
- Client types
- Individuals100%
- Services
- Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Quality Financial Planning LLC is an independent, individual-owned RIA that provides financial planning and discretionary portfolio management for individuals and small businesses. The firm also offers pension consulting and engages in selecting third-party advisers on behalf of clients. Its fee model includes a percentage of assets under management along with other fee arrangements. Quality Financial Planning is not positioned as a multi-state adviser and does not identify as an active ESG investor. The firm lists an industry affiliation with an insurance company and functions as a capital allocator, directing client capital into external managers and funds when appropriate.
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
- Exchange Traded Equities80%
- US Government Bonds11%
- Other6%
- Investment Grade Corp Bonds3%
Contacts
1 of 1
Mauricio Reyes
Financial AdvisorCRD 7503008
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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