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Firm Information
Compensation
Fee-Only (AUM)
Number of Advisors
6 advisors
Number of Clients
317 clients
Average Client Portfolio
$299K average
Assets Under Management
$94.8M
Fee Structure
Minimum Investment:None
Financial Planning:Investment management only
Quantum charges an annual asset-based fee for investment management services, ranging from 0.70% to 1.50% annually. Fees are negotiated based on the type of account, level of service, and other account-related factors. Fees are calculated and paid in advance at the beginning of each quarter. Clients are responsible for any account-related fees charged by the custodian or any other outside party.
Areas of Practice
Investment Management
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Advisor Information
Office location
11460 Tomahawk Creek Parkway, Suite 320, Leawood, KS, 66211
Get directionsRegulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Quantum Financial Partners LLC
January 2025 - Present · 1 yr
Previous Registrations
Wells Fargo Advisors
February 2015 - January 2025 · 9 yrs 11 mos
Wells Fargo Clearing Services, LLC Broker
January 2015 - January 2025 · 10 yrs
State Registrations2 states
KSTX
Advisor
Exams
No exam information available for this advisor.