# Quinn Financial Planning, LLC

> Quinn Financial Planning, LLC is a state-registered investment advisory firm in Orland Park, IL, registered since 2009, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated January 20, 2026.

- CRD: 150528
- Filed as: QUINN FINANCIAL PLANNING, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Orland Park, IL
- Filing period: October 2026
- Form ADV filing dated: January 20, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/150528
- AdvisorCensus page: https://advisorcensus.com/firm/quinn-financial-planning-llc-orland-park-il-150528

## Quick answers

**How is Quinn Financial Planning, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Quinn Financial Planning, LLC reports these compensation arrangements: a percentage of assets under its management.

**Where is Quinn Financial Planning, LLC located?**
Quinn Financial Planning, LLC's principal office is in Orland Park, IL, according to its Form ADV.

**Is Quinn Financial Planning, LLC registered with the SEC or a state?**
Quinn Financial Planning, LLC is a state-registered investment advisory firm, registered since 2009. Status as filed: APPROVED. CRD 150528.

**How much does Quinn Financial Planning, LLC manage?**
Quinn Financial Planning, LLC reports $95,977,019 in regulatory assets under management in its Form ADV filing dated January 20, 2026 (100% discretionary).

**What types of clients does Quinn Financial Planning, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (65); high net worth individuals (45).

**Does Quinn 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/150528

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $95,977,019
- Discretionary: $95,977,019
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 65 | $22,386,041 |
| High net worth individuals | 45 | $73,590,978 |

### 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: 2009 (17 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: IL
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- quinnfp.com
- Facebook @QFPLLC
- LinkedIn @QUINNFINLPLNG
- X @TFINLPLNR

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Quinn Financial Planning, LLC (CRD 150528): Form ADV filing data as of October 2026.