{
  "crd_number": 115877,
  "slug": "quantum-financial-planning-services-inc-spokane-wa-115877",
  "primary_business_name": "QUANTUM FINANCIAL PLANNING SERVICES, INC.",
  "legal_name": "QUANTUM FINANCIAL PLANNING SERVICES, INC.",
  "dbas": [],
  "city": "Spokane",
  "state": "WA",
  "country": "United States",
  "cbsa_code": "44060",
  "metro": {
    "cbsa_code": "44060",
    "common_name": "Spokane",
    "msa_name": "Spokane-Spokane Valley, WA",
    "path": "/advisors/wa/spokane"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2017-03-15",
  "years_registered": 9,
  "period": "2026-10-01",
  "filing_date": "2025-12-19",
  "carried_forward": false,
  "raum_total": 727199491.0,
  "raum_discretionary": 711257291.0,
  "raum_non_discretionary": 15942200.0,
  "raum_band": "500m_1b",
  "raum_band_label": "$500 million to $1 billion",
  "total_employees": 19,
  "advisory_employees": 13,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "charitable": {
      "raum": 9303351.0,
      "count": null,
      "fewer_than_5": true
    },
    "individuals": {
      "raum": 217467705.0,
      "count": 537
    },
    "high_net_worth_individuals": {
      "raum": 498750483.0,
      "count": 253
    },
    "corporations_other_businesses": {
      "raum": 1677952.0,
      "count": null,
      "fewer_than_5": true
    }
  },
  "compensation_types": [
    "fixed",
    "hourly",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "pension_consulting",
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "AK",
    "AZ",
    "CA",
    "CO",
    "FL",
    "ID",
    "MT",
    "NV",
    "OR",
    "TX",
    "WA"
  ],
  "websites": [
    "https://facebook.com/QUANTUM-FINANCIAL-PLANNING-SERVICES-INC-118537494888812",
    "https://instagram.com/QUANTUMFINANCIALPLANNING",
    "https://linkedin.com/COMPANY/QUANTUM-FINANCIAL",
    "https://quantumplanning.com",
    "https://quantumplanning.com/podcast",
    "https://threads.net/@quantumfinancialplanning",
    "https://youtube.com/channel/UCALe9a_CPkaZY0kBNP_WaTQ",
    "https://youtube.com/channel/UCEVwETIohYNL9_1aRZf-xWg"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/115877",
  "city_as_filed": "SPOKANE",
  "url": "https://advisorcensus.com/firm/quantum-financial-planning-services-inc-spokane-wa-115877",
  "display_name": "Quantum Financial Planning Services, Inc.",
  "summary": "Quantum Financial Planning Services, Inc. is an SEC-registered investment advisory firm in Spokane, WA, registered since 2017, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated December 19, 2025.",
  "citation": "AdvisorCensus. Quantum Financial Planning Services, Inc. (CRD 115877): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Hourly charges",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Pension consulting services"
  ],
  "quick_answers": [
    {
      "q": "How is Quantum Financial Planning Services, Inc. compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Quantum Financial Planning Services, Inc. reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees)."
    },
    {
      "q": "Where is Quantum Financial Planning Services, Inc. located?",
      "a": "Quantum Financial Planning Services, Inc.'s principal office is in Spokane, WA, according to its Form ADV; the January 2026 filing also lists 1 other office (Schedule D, Section 1.F)."
    },
    {
      "q": "Is Quantum Financial Planning Services, Inc. registered with the SEC or a state?",
      "a": "Quantum Financial Planning Services, Inc. is an SEC-registered investment advisory firm, registered since 2017. Status as filed: Approved. CRD 115877."
    },
    {
      "q": "How much does Quantum Financial Planning Services, Inc. manage?",
      "a": "Quantum Financial Planning Services, Inc. reports $727,199,491 in regulatory assets under management in its Form ADV filing dated December 19, 2025 (98% discretionary)."
    },
    {
      "q": "How have Quantum Financial Planning Services, Inc.'s assets and staff changed since 2021?",
      "a": "In the Form ADV data for Quantum Financial Planning Services, Inc.: Regulatory assets under management: $386,509,335 in the October 2021 data and $727,199,491 in the October 2026 data, up 88%. Total employees: 13 in October 2021 and 19 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Quantum Financial Planning Services, Inc. serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (537); high net worth individuals (253)."
    },
    {
      "q": "Which custodians does Quantum Financial Planning Services, Inc. use?",
      "a": "Quantum Financial Planning Services, Inc.'s most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Quantum Financial Planning Services, Inc. report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/115877"
    },
    {
      "q": "What changed in Quantum Financial Planning Services, Inc.'s recent Form ADV filings?",
      "a": "In the January 2026 filing data: Employees performing advisory functions went from 9 to 13. Regulatory assets under management went from $591,577,039 to $727,199,491 (+23%). Added an office in Spokane Valley, WA. Registered or notice-filed in FL, NV."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 386509335.0,
      "total_employees": 13,
      "filing_date": "2021-04-28"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 457310722.0,
      "total_employees": 11,
      "filing_date": "2022-02-02"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 414119671.0,
      "total_employees": 12,
      "filing_date": "2022-12-05"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 466424799.0,
      "total_employees": 13,
      "filing_date": "2024-09-23"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 591577039.0,
      "total_employees": 16,
      "filing_date": "2025-07-02"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 727199491.0,
      "total_employees": 19,
      "filing_date": "2025-12-19"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-01-01",
      "period_label": "January 2026",
      "notes": [
        "Employees performing advisory functions went from 9 to 13.",
        "Regulatory assets under management went from $591,577,039 to $727,199,491 (+23%).",
        "Added an office in Spokane Valley, WA.",
        "Registered or notice-filed in FL, NV."
      ]
    }
  ],
  "fees_from_brochure": null,
  "custodians": [
    {
      "name": "Charles Schwab & Co., Inc.",
      "name_as_filed": "CHARLES SCHWAB & CO., INC.",
      "affiliated": false
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/quantum-financial-planning-services-inc-spokane-wa-115877.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 537,
      "fewer_than_5": false,
      "raum": 217467705.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 253,
      "fewer_than_5": false,
      "raum": 498750483.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": null,
      "fewer_than_5": true,
      "raum": 9303351.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": null,
      "fewer_than_5": true,
      "raum": 1677952.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/115877",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}