Quantum Financial Planning Services, Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Spokane, WA. Its latest Form ADV filing, dated December 19, 2025, reports $727M in regulatory assets under management, 19 employees, 1 office, and 3,025 accounts.
Assets Under Management
$727M
Employees
19
Offices
1 office
Total Clients
790
Primary office
SPOKANE, WA
720 W BOONE AVE, STE 100, SPOKANE, WA, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 15, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 68.0% of total clients.
Top client categories% of clientsClients
1
Individuals
68.0%
537
2
HNWI
32.0%
253
Categories with <5 clients
Charitable Organizations<5 clients
Corporations or other businesses not listed above<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$727Mas of December 19, 2025
Discretionary97.8%
$711M
98% of total RAUM97.8%
Non-discretionary2.2%
$16M
2% of total RAUM2.2%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$727M
Total Accounts3,025
10Y AUM Change+$492M (+209.4%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees19
Clients per Employee42:1
10Y Employee Change+8 (+72.7%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.