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, individual-owned registered investment adviser (SEC registered in 2017) that primarily serves individual and family clients. Its advisory scope centers on financial planning, portfolio management for individuals and small businesses, and pension consulting. The firm charges on a mix of percentage-of-AUM, hourly, and fixed-fee bases, reflecting a hybrid engagement model for ongoing wealth-management relationships and one-off planning work. Client-facing activity appears focused on traditional wealth-management services rather than institutional capital allocation. The firm does not position itself as an ESG investor in the source data.
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
Craig Whitbeck
Financial PlannerCRD 1050157
Micah Coski
Owner / Financial PlannerCRD 6002518
Jordan Curnutt
Financial PlannerCRD 6425327
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 35Active vs passive
$445M in ETFs
35%
$155M
39%
$290M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD MORNINGSTAR GROWTH INDEX FUND (VUG) | Vanguard | Passive | Large Growth | $76.8M | 852,708 | 17.27% |
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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