Quantum Wealth Strategies, LLC fees and pricing

Published fees

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

Hourly rate

$150⁠-⁠$250/hr

“The hourly fee for these services is between $150 and $250.”

Flat or project fee

$595⁠-⁠$2,500

“The fixed rate for creating client financial plans is between $595 and $2,500.”

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

How Quantum Wealth Strategies, LLC bills

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

• “These fees are generally negotiable and the final fee schedule will be memorialized in the client’s advisory agreement.”
• “Clients may terminate the agreement without penalty for a full refund of QWS's fees within five business days of signing the Investment Advisory Contract.”
• “These fees are charged in arrears and billed to the client monthly.”

How Quantum Wealth Strategies, LLC’s fees compare

• Its hourly rate of $150-$250 is below the Michigan median of $250. 16% of the 170 other Michigan planners that publish an hourly rate charge less.
• Its flat or project fee of $595-$2,500 is below the Michigan median of $3,250. 26% of the 137 other Michigan planners that publish a flat or project fee charge less.

About Quantum Wealth Strategies, LLC

• Firm size: 2 employees.
• Registered as an adviser: 2021 (5 years).

Planning areas mentioned in the brochure

• Divorce

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

1.1% a year

Clients

67

Employees

2

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, and newsletters and publications

Assets managed

$32,247,276

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

312748

Website

instragram.com/quantumwealthstrategies (opens in new tab)

Phone

(248) 396-2593

Other planners in Shelby Township that publish fees

• Kaizen Wealth Management, LLCShelby Township$150/hr
• 320 Life Financial PlanningHolland$250/hr
• 46 and 2 Investment Advisors, LLCTraverse City$200/hr
• 4Square Advisory Services, Inc.Fenton$150/hr, Up to $1,500
• A B L E Wealth Management Solutions LLCAnn Arbor$400/hr, $500
• Advance Wealth Management Service, LLCGrand Rapids$300/hr, $5,000

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