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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 Aug 17, 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 |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
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.