# Quantum Financial Planning Services, Inc.

> 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.

- CRD: 115877
- Filed as: QUANTUM FINANCIAL PLANNING SERVICES, INC.
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Spokane, WA
- Filing period: October 2026
- Form ADV filing dated: December 19, 2025
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/115877
- AdvisorCensus page: https://advisorcensus.com/firm/quantum-financial-planning-services-inc-spokane-wa-115877

## Quick answers

**How is Quantum Financial Planning Services, Inc. compensated?**
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).

**Where is Quantum Financial Planning Services, Inc. located?**
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).

**Is Quantum Financial Planning Services, Inc. registered with the SEC or a state?**
Quantum Financial Planning Services, Inc. is an SEC-registered investment advisory firm, registered since 2017. Status as filed: Approved. CRD 115877.

**How much does Quantum Financial Planning Services, Inc. manage?**
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).

**How have Quantum Financial Planning Services, Inc.'s assets and staff changed since 2021?**
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.

**What types of clients does Quantum Financial Planning Services, Inc. serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (537); high net worth individuals (253).

**Which custodians does Quantum Financial Planning Services, Inc. use?**
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.

**Does Quantum Financial Planning Services, Inc. report any disciplinary disclosures?**
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

**What changed in Quantum Financial Planning Services, Inc.'s recent Form ADV filings?**
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.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

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.

### Regulatory assets under management (Item 5.F)
- Total: $727,199,491
- Discretionary: $711,257,291
- Non-discretionary: $15,942,200

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 537 | $217,467,705 |
| High net worth individuals | 253 | $498,750,483 |
| Charitable organizations | Fewer than 5 | $9,303,351 |
| Corporations or other businesses not listed above | Fewer than 5 | $1,677,952 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services

### Firm details
- Registered since: 2017 (9 years)
- Employees: 19 total, 13 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AK, AZ, CA, CO, FL, ID, MT, NV, OR, TX, WA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the January 2026 filing
- Spokane Valley, WA

### Websites listed on Form ADV (Item 1.I)
- quantumplanning.com
- quantumplanning.com/podcast
- Facebook @QUANTUM-FINANCIAL-PLANNING-SERVICES-INC-118537494888812
- Instagram @QUANTUMFINANCIALPLANNING
- LinkedIn @QUANTUM-FINANCIAL
- Threads @quantumfinancialplanning
- YouTube @UCALe9a_CPkaZY0kBNP_WaTQ
- YouTube @UCEVwETIohYNL9_1aRZf-xWg

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $386,509,335 | 13 | April 28, 2021 |
| October 2022 | $457,310,722 | 11 | February 2, 2022 |
| October 2023 | $414,119,671 | 12 | December 5, 2022 |
| October 2024 | $466,424,799 | 13 | September 23, 2024 |
| October 2025 | $591,577,039 | 16 | July 2, 2025 |
| October 2026 | $727,199,491 | 19 | December 19, 2025 |

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.

## Changes in the filing (last 12 months)

### January 2026
- 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.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Quantum Financial Planning Services, Inc. (CRD 115877): Form ADV filing data as of October 2026.