Quantum Solutions, Inc. fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed April 27, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$350/hr

“Advisory fees are charged to the client based upon an hourly rate of $350.00 per hour, with a minimum of ten billable hours.”

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

How Quantum Solutions, Inc. bills

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

• “Fees are always billed separately from any other form of compensation, and the standard initial work product is a Financial Assessment to determine the size and scope of the work to be performed for the client.”
• “If a client terminates their relationship with Quantum Solutions, Inc. before a written financial plan or assessment is completed, the advisor will refund any unearned fees and deliver any completed portions of any documents prepared for the client.”
• “Written invoices will include the fee, the formula used to calculate the fee, the fee calculation itself, the time period covered by the fee and, if applicable, the amount of assets under management on which the fee was based.”

How Quantum Solutions, 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.

About Quantum Solutions, Inc.

• Solo practice: one person runs the firm, so you work directly with the planner.
• Credentials named in the brochure: ChFC®.
• Registered as an adviser: 1995 (31 years).

Planning areas mentioned in the brochure

• Estate planning

Firm details from Form ADV

How the firm is paid

Hourly fees, percentage of assets under management

Charges a % of assets

Yes

Employees

1

Works with

Pension and profit sharing plans

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, pension consulting, and selecting other advisers

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

118309

Website

qsifinancialplanning.com (opens in new tab)

Phone

(360) 491-0757

Other planners in Lacey that publish fees

• Weinand Financial, Inc.Lacey$2,500⁠-⁠$7,500
• 2020 Financial Planning LLCSeattle$300/hr, $2,500
• A5 Financial LLCBothell$250/hr
• Abacus Financial PlanningKirkland$450/hr
• Adair Wealth ManagementBellevue$2,500
• Advisia Financial PlanningBellevue$350/hr, $2,800

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