Quantum Financial Planning Services, Inc.

Quantum Financial Planning Services Inc. is an SEC-registered investment adviser founded in 1979. The firm, owned by C. Eric Christiansen, Micah Coski, and Jordan Curnutt, specializes in fee-only, comprehensive financial planning and investment management. Services include personalized financial planning for individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. Quantum offers tailored relationships based on individual client needs and goals, with services including initial financial planning, ongoing financial planning, asset management, and ongoing asset allocation. The firm's investment strategy focuses on strategic asset allocation, utilizing a combination of actively managed and passively managed funds for global diversification. Quantum charges fees based on a percentage of assets under management, with a maximum annual fee of 1.05%. The firm also offers initial financial planning services at hourly rates or flat fees based on complexity. Clients with assets under $500,000 are billed a minimum fee of $1,250 quarterly. Quantum does not charge performance-based fees and does not base fees on capital gains. The firm does not have any disciplinary events to report and does not engage in soft dollar arrangements. Clients receive regular account reviews and statements from the custodian. Quantum does not vote proxies on securities and does not accept referral fees. The firm has no financial impairment that would impact client commitments.