QUANTUM FINANCIAL PLANNING SERVICES, INC.

Adviser information for QUANTUM FINANCIAL PLANNING SERVICES, INC. last updated from Form ADV on December 21st, 2023. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.

Advisory Business

Type of Organization	Corporation
Fiscal Year End	SEPTEMBER
Legal Location	Washington, United States

Employees

Total Number of Employees	13
Investment Advisory/Research	6
Registered Broker-Dealer Representatives	0
Registered State Investment Advisers	6
Licensed Agents of an Insurance Company	0
No. of Firms/People that Solicit Clients	0

RAUM

Provides Management of Securities Portfolios	Yes

Type	Accounts	RAUM
Discretionary	2,200	$452.4M
Non-Discretionary	53	$14.0M
Total	2,253	$466.4M

Clients

Type	Number	RAUM
Individuals	497	$177.1M
HNW Individuals	171	$280.3M
Banking or thrift institutions	0	$0
Investment companies	0	$0
Business development companies	0	$0
Pooled investment vehicles	0	$0
Pension and profit sharing plans	0	$0
Charitable organizations	<5	$7.5M
State or municipal gov entities	0	$0
Other investment advisers	0	$0
Insurance companies	0	$0
Sovereign wealth funds and foreign official institutions	0	$0
Corporations or other businesses	<5	$1.6M
Other	0	$0

Type	Number
No. of Non-RAUM Clients	0
No. of Non-U.S. Clients	0
No. of Financial Planning Clients	667

Services

Advisory Services	Financial planningPortfolio management for individuals and/or small businesses
Compensation	% of AUMHourly chargesFixed fees

Identifiers

SEC RIA File Number	801-110112
SEC ERA File Number	801-110112
SEC CIK Numbers	None
SEC CRD Numbers	115877
Legal Entity Identifier	None

Principal Office

1212 N WASHINGTON ST
SUITE 220
SPOKANE
WA
United States

Monday - Friday, 8:00 AM - 5:00PM

Tel: 509-328-6653, Fax: 509-328-1469

Websites

www.quantumplanning.com www.facebook.com/quantum-financial-planning-services-inc-118537494888812 twitter.com/quantumplanning www.instagram.com/quantumfinancialplanning/ www.linkedin.com/company/quantum-financial www.youtube.com/channel/ucale9a_cpkazy0kbnp_watq www.youtube.com/channel/ucevwetiohynl9_1arzf-xwg www.quantumplanning.com/podcast/ www.threads.net/@quantumfinancialplanning

Chief Compliance Officer

C. ERIC CHRISTIANSEN

PRESIDENT

N 1212 WASHINGTON STE 220

SPOKANE

United States

Tel: 509 328-6653

Fax: 509 328-1469

E***@******************M

(Full email address available in API data)

Regulatory Contact

CAITLIN LEWIS

CLIENT SERVICE MANAGER