# Quantum Financial Planning Services

Quantum Financial Planning Services is a RIA.

## Overview

- **Organization type:** RIA
- **Assets under management:** Undisclosed
- **LinkedIn:** https://www.linkedin.com/company/quantum-financial

## Regulatory record

- **CRD number:** 115877
- **SEC file number:** 801-110112
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/115877

## About

Quantum Financial Planning Services, Inc. is an SEC-registered investment adviser in Spokane, WA, registered since 2017. The firm manages $727 million in assets, with $711 million discretionary. It has 19 employees and 13 investment advisers.

## Questions

### How does Quantum Financial Planning Services source deal flow?

Without public disclosures on sourcing methodology, it is not possible to confirm how Quantum Financial Planning Services generates investment opportunities. Many small RIAs rely on custodial platforms like Schwab or Fidelity and third-party research.

## Related profiles

- [Neumeier Capital Management](https://altss.com/profile/neumeier-capital-management-inc)

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Last updated: 2026-06-03T20:00:00.000Z

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