# Quality Financial Planning LLC

> Quality Financial Planning LLC is a state-registered investment advisory firm, registered since 2022, reporting under $25 million in regulatory assets under management in its Form ADV filing dated August 25, 2026.

- CRD: 319000
- Filed as: QUALITY FINANCIAL PLANNING LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Filing period: October 2026
- Form ADV filing dated: August 25, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/319000
- AdvisorCensus page: https://advisorcensus.com/firm/quality-financial-planning-llc-319000

## Quick answers

**How is Quality Financial Planning LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Quality Financial Planning LLC reports these compensation arrangements: a percentage of assets under its management; other. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Is Quality Financial Planning LLC registered with the SEC or a state?**
Quality Financial Planning LLC is a state-registered investment advisory firm, registered since 2022. Status as filed: APPROVED. CRD 319000.

**How much does Quality Financial Planning LLC manage?**
Quality Financial Planning LLC reports $1,809,972 in regulatory assets under management in its Form ADV filing dated August 25, 2026 (100% discretionary).

**What types of clients does Quality Financial Planning LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (11).

**Does Quality Financial Planning LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/319000

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Other

### Regulatory assets under management (Item 5.F)
- Total: $1,809,972
- Discretionary: $1,809,972
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 11 | $1,809,972 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2022 (4 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- qualityfinancialplans.com

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Quality Financial Planning LLC (CRD 319000): Form ADV filing data as of October 2026.