Quantum Financial Services Inc. fees and pricing

Financial planner in Indianapolis, Indiana. Registered with the SEC.

According to its Form ADV Part 2A brochure dated March 31, 2026, Quantum Financial Services Inc. charges $300 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 31, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate: $300/hr; “The fees are based on an hourly rate of $300 per hour.”

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

“Advisory fees are billed quarterly in arrears and are prorated for a partial quarter.”
“Under certain circumstances this fee schedule may be negotiable.”
“Upon a written 30 day notice the speci�ic program will be terminated with a prorated return of any fees.”

Its hourly rate of $300 is above the Indiana median of $250. 61% of the 119 other Indiana planners that publish an hourly rate charge less.
18 of the 30 other planners in Indianapolis that publish an hourly rate charge less.

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% a year
Clients: 78
Employees: 2
Works with: High net worth individuals
Services reported to regulators: Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, pension consulting, and selecting other advisers
Assets managed: $730,899,118
Registered with: U.S. Securities and Exchange Commission
Disciplinary disclosures: None reported
SEC CRD number: 121631
Website: quantumfinancialinc.com (opens in new tab)
Phone: (317) 845-1786

Can advise clients in 4 states: California, Florida, Indiana, Texas

Is something on this page wrong or out of date?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.