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, SEC-registered registered investment adviser organized as a corporation and owner-operated. The firm focuses on individuals and families, delivering financial planning and portfolio management for individuals and small businesses, along with pension consulting services. Its client fee model includes percentage-of-AUM charges alongside hourly and fixed-fee arrangements. Quantum is not characterized as an active ESG investor and does not operate as a multi-state adviser under the data provided.
Assets & Accounts
Public Holdings
Investments & Alternatives
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 15Travis Schiele
Financial ParaplannerCRD 7379029
Nicholas Fuller
Financial PlannerCRD 7323006
Joseph Quansah
Investment Advisor RepresentativeCRD 8128308
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 34Active vs passive
$320M in ETFs
43%
$138M
31%
$182M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD SHORT-TERM CORPORATE BOND INDEX FUND (VCSH) | Vanguard | Passive | Short Term Bond | $67.8M | 855,072 | 21.15% |
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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