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QUANTUM FINANCIAL PLANNING SERVICES, INC.

SPOKANE, WA · CRD 115877 · IAPD ↗ · 509-328-6653

$727.2MRegulatory AUM
13Advisory reps
19Employees
0Clients
More than 500Planning clients
0Private funds
11States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

47
January 2026 — QUANTUM FINANCIAL PLANNING SERVICES, INC. notice-filed in FL, NV.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
53
January 2026 — QUANTUM FINANCIAL PLANNING SERVICES, INC. added office(s): 0 -> 1 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
72
January 2026 — QUANTUM FINANCIAL PLANNING SERVICES, INC. grew from 9 to 13 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
70
January 2025 — QUANTUM FINANCIAL PLANNING SERVICES, INC. crossed $500M in regulatory AUM ($466.4M -> $591.6M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting
71
January 2025 — QUANTUM FINANCIAL PLANNING SERVICES, INC. grew from 6 to 9 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.