PlannerFees

Quantum Financial Advisors, LLC fees and pricing

Financial planner in Santa Monica, California. Registered with the SEC.

According to its Form ADV Part 2A brochure dated January 23, 2026, Quantum Financial Advisors, LLC charges an annual fee of $15,000 for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed January 23, 2026. Fees can change, so confirm with the firm before you hire them.

Annual fee
$15,000/yr
“We have updated Items 5 & 7 to disclose that Financial Planning & Consulting is included in our Comprehensive Portfolio Management service for no additional fee for clients whose annual fee exceeds $15,000.”

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

How Quantum Financial Advisors, LLC bills

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

  • “Annualized fees are billed on a pro-rata basis monthly in advance based on the value of the account(s) on the last day of the previous month.”
  • “Fees are negotiable and will be deducted from client account(s).”
  • “If assets are deposited into or withdrawn from an account after the inception of a month, the fee payable with respect to such assets will not be adjusted or prorated based on the number of days remaining in the month.”

How Quantum Financial Advisors, LLC’s fees compare

  • Its annual fee of $15,000 is above the California median of $6,250. 81% of the 224 other California planners that publish an annual fee charge less.
  • 2 of the 2 other planners in Santa Monica that publish an annual fee charge less.

About Quantum Financial Advisors, LLC

“Quantum Financial Advisors, LLC (“We”, “our firm”, or “Quantum”) is a registered investment advisor dedicated to providing individuals and other types of clients with a wide array of investment advisory and financial planning services.”
From the firm's description of its advisory business in its Form ADV brochure.
  • Firm size: 16 employees.
  • Registered as an adviser: 2022 (4 years).

Planning areas mentioned in the brochure

  • Tax planning

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
1.25% a year
Clients
451
Employees
16
Works with
Individuals and high net worth individuals
Services reported to regulators
Financial planning, portfolio management for individuals and small businesses, and pension consulting
Assets managed
$1,484,111,762
Registered with
U.S. Securities and Exchange Commission
Disciplinary disclosures
None reported
SEC CRD number
317386
Website
facebook.com/quantumadvisors (opens in new tab)
Phone
(424) 447-8268

Can advise clients in 14 states: Arkansas, California, Colorado, Florida, Indiana, Massachusetts, Maryland, North Carolina, New Hampshire, New Jersey, New York, Oregon, Texas, Washington

Other planners in Santa Monica that publish fees

Compare all 25 planners in Santa Monica

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