Quantum Financial Planning Services, Inc. fees and pricing
Financial planner in Spokane, Washington. Registered with the SEC.
According to its Form ADV Part 2A brochure dated December 19, 2025, Quantum Financial Planning Services, Inc. charges $350 an hour and a flat or project fee of $1,250 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed December 19, 2025. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $350/hr
“Our standard hourly fees are: $350.00 per planner/hour $75.00 per support staff/hour Financial planning services are invoiced at one or more interim points during a project, or at the end of a project, as described in the client’s Client Agreement.”
- Flat or project fee
- $1,250
“Minimum Fee Assets under $500,000 any given quarter are billed a flat fee of $1,250 that quarter.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Quantum Financial Planning Services, Inc. bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Billing ASSET MANAGEMENT AND ONGOING FINANCIAL PLANNING SERVICES We charge an annual percentage fee of the client’s assets under management, billed quarterly.”
- “We bill our ongoing asset management fees quarterly in advance or arrears, depending on your Client Agreement with us.”
- “Our minimum fee is negotiable at the discretion of your planner.”
How Quantum Financial Planning Services, Inc.’s fees compare
- Its hourly rate of $350 is above the Washington median of $300. 69% of the 216 other Washington planners that publish an hourly rate charge less.
- 7 of the 13 other planners in Spokane that publish an hourly rate charge less.
- Its flat or project fee of $1,250 is below the Washington median of $3,250. 17% of the 103 other Washington planners that publish a flat or project fee charge less.
- 2 of the 9 other planners in Spokane that publish a flat or project fee charge less.
About Quantum Financial Planning Services, Inc.
“We provide personalized confidential financial planning and investment management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations and small businesses.”
- Firm size: 19 employees.
- Founded: 1979 (47 years).
Planning areas mentioned in the brochure
- Retirement planning
- Tax planning
- Estate planning
- College planning
- Business owners
- Insurance analysis
- 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
- 1.25% a year
- Clients
- 790
- Employees
- 19
- 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
- $727,199,491
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 115877
- Phone
- (509) 328-6653
Can advise clients in 11 states: Alaska, Arizona, California, Colorado, Florida, Idaho, Montana, Nevada, Oregon, Texas, Washington
Other planners in Spokane that publish fees
- Apex Advisory Group, Inc.Spokane$500/hr
- Bormann Wealth Management, LLCSpokane$400/hr
- Chair Six Financial Planning, PLLCSpokane$200-$5,000, $1,000-$10,000/yr
- Craig Family OfficeSpokane$500
- Fellowship Financial PlanningSpokane$500/hr, $1,500
- Financial Forum, Inc.Spokane$150/hr
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.