# Quantum Financial Planning LLC

> Quantum Financial Planning LLC is a state-registered investment advisory firm, registered since 2005, with no regulatory assets under management reported in its Form ADV filing dated January 2, 2026.

- CRD: 133626
- Filed as: QUANTUM FINANCIAL PLANNING LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Filing period: October 2026
- Form ADV filing dated: January 2, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/133626
- AdvisorCensus page: https://advisorcensus.com/firm/quantum-financial-planning-llc-133626

## Quick answers

**How is Quantum Financial Planning LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Quantum Financial Planning LLC reports these compensation arrangements: hourly charges. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Is Quantum Financial Planning LLC registered with the SEC or a state?**
Quantum Financial Planning LLC is a state-registered investment advisory firm, registered since 2005. Status as filed: APPROVED. CRD 133626.

**What types of clients does Quantum Financial Planning LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (114); high net worth individuals (45); corporations or other businesses not listed above (1).

**Does Quantum 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/133626

## From the Form ADV filing

### Compensation (Item 5.E)
- Hourly charges

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 114 | $0 |
| High net worth individuals | 45 | $0 |
| Corporations or other businesses not listed above | 1 | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Publication of periodicals or newsletters

### Firm details
- Registered since: 2005 (21 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: IL, WA, WI
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- quantumfinancialplanning.com
- LinkedIn @quantumfinancialplanningllc

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Quantum Financial Planning LLC (CRD 133626): Form ADV filing data as of October 2026.