Quantum Financial Planning LLC fees and pricing

Financial planner in Langley, Washington. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated January 2, 2026, Quantum Financial Planning LLC charges $180 an hour for financial planning.

Published fees

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

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

“Published fees may be discounted at the discretion of our firm but they are not negotiable.”
“You will be billed in 15-minute increments, and partial increments will be treated as a whole.”
“The balance of the fee is due upon delivery of the plan or advice, or for engagements spanning more than one calendar quarter, fees may be billed at each month’s end.”

Its hourly rate of $180 is below the Washington median of $300. 12% of the 216 other Washington planners that publish an hourly rate charge less.
It doesn't charge a percentage of the assets it manages, so its fee won't grow with your portfolio.

Solo practice: one person runs the firm, so you work directly with the planner.
Credentials named in the brochure: CFP®.
Registered as an adviser: 2005 (21 years).

How the firm is paid: Hourly fees
Charges a % of assets: No
Clients: 159
Employees: 1
Works with: Individuals, high net worth individuals, and businesses
Services reported to regulators: Financial planning and newsletters and publications
Registered with: State securities regulators
Disciplinary disclosures: None reported
SEC CRD number: 133626
Website: quantumfinancialplanning.com (opens in new tab)
Phone: (847) 767-1682

Can advise clients in 3 states: Illinois, Washington, Wisconsin

Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.