Quantum Financial Advisors Inc fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed October 2, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$250⁠-⁠$500/hr

“AND CONSULTING SERVICES (STAND-ALONE) Registrant’s planning and consulting fees are negotiable, but generally are performed are performed at an annual rate between $1,000 and $5,000 or from $250 to $500 on an hourly rate basis.”

Flat or project fee

$1,000⁠-⁠$5,000

“The Registrant generally charges an annual financial planning fee of between $1,000 and $5,000 or from $250 to $500 on an hourly rate basis for all new financial planning clients.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Quantum Financial Advisors Inc bills

Payment and refund terms, quoted from the fee section of the brochure.

• “The Registrant will discuss fees with the client in advance of the relationship.”
• “Fees for financial planning services are generally billed at the time they are performed and payment is due within thirty days of receipt of an invoice.”
• “The Registrant's retirement consulting fee is prorated and generally paid quarterly, in arrears, based on the value of the assets on the last business day of the prior quarter.”

How Quantum Financial Advisors Inc’s fees compare

• Its hourly rate of $250-$500 spans the Maryland median of $300. 67% of the 156 other Maryland planners that publish an hourly rate charge less.
• 3 of the 8 other planners in Rockville that publish an hourly rate charge less.
• Its flat or project fee of $1,000-$5,000 spans the Maryland median of $4,335. 36% of the 133 other Maryland planners that publish a flat or project fee charge less.
• 2 of the 8 other planners in Rockville that publish a flat or project fee charge less.

About Quantum Financial Advisors Inc

• Firm size: 10 employees.
• Registered as an adviser: 2022 (4 years).

Planning areas mentioned in the brochure

• Cash flow and budgeting

Firm details from Form ADV

How the firm is paid

Hourly fees, fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

2% a year

Clients

340

Employees

10

Works with

Individuals, high net worth individuals, and pension and profit sharing plans

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, and pension consulting

Assets managed

$557,546,297

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

113563

Website

Instragram.com/quantumfinancialadvisors (opens in new tab)

Phone

(301) 296-6203

Can advise clients in 7 states: District of Columbia, Florida, Indiana, Maryland, Nevada, Pennsylvania, Virginia

Other planners in Rockville that publish fees

• Capital Squared Financial LLCRockville$250⁠-⁠$395/hr, $750⁠-⁠$6,000
• CHC Financial Solutions, LLCRockville$2,500⁠-⁠$15,000
• CWM Financial Group, Inc.Rockville$75⁠-⁠$250/hr, $75⁠-⁠$5,000
• Ferguson-Johnson Wealth Management, Inc.Rockville$400/hr
• Foxman Asset Advisors Inc.Rockville$220/hr, $1,500⁠-⁠$10,000
• Fsa Wealth PartnersRockville$5,000/yr

Compare all 21 planners in Rockville