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QUANTUM FINANCIAL PLANNING SERVICES, INC.
CRD 115877File 801-110112
APPROVED
Retail clients
Custody
Filing as of Dec 19, 2025
Feed vintage Oct 1, 2026
Regulatory AUM
$727.2M
Above cohort median (national)
Discretionary AUM
$711.3M
Non-discretionary $15.9M
Clients
790
3,025 accounts
Employees
19
Above cohort median in WA
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- SFRO
- Registration date
- Mar 15, 2017
- Principal office
- 720 W BOONE AVE, STE 100, SPOKANE, WA, 99201
- Phone
- 509-328-6653
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $727.2M
- Discretionary AUM
- $711.3M
- Non-discretionary AUM
- $15.9M
- Discretionary accounts
- 2,977
- Non-discretionary accounts
- 48
- Total accounts
- 3,025
- AUM per client
- $921K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $1.7M |
| Charitable organizations | Fewer than 5 | $9.3M |
| High net worth individuals | 253 | $498.8M |
| Individuals (other than high net worth individuals) | 537 | $217.5M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Portfolio management for other
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Jan 1, 2026 | Employees | 16 | 19 | increased by3 |
| Jan 1, 2026 | Clients | 708 | 790 | increased by82 |
| Jan 1, 2026 | AUM | $591,577,039 | $727,199,491 | increased by$135,622,452 |
| Jan 1, 2026 | Accounts | 2,475 | 3,025 | increased by550 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 11 | 16 | increased by5 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 633 | 708 | increased by75 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $457,310,722 | $591,577,039 | increased by$134,266,317 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 2,022 | 2,475 | increased by453 |
| Dec 1, 2021 | Employees | 13 | 11 | decreased by2 |
| Dec 1, 2021 | Clients | 612 | 633 | increased by21 |
| Dec 1, 2021 | AUM | $386,509,335 | $457,310,722 | increased by$70,801,387 |
| Dec 1, 2021 | Accounts | 1,942 | 2,022 | increased by80 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “QUANTUM FINANCIAL” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“QUANTUM FINANCIAL” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.