SourcingSourcing

QUANTUM FINANCIAL PLANNING SERVICES, INC.

C25
CRD 115877·SEC 801-110112·SPOKANE, WA
AUM
$727.2M
$500M-$1B
Est. Revenue
$7.3M
@ 1% on AUM
Est. EBITDA
$2.2M
@ 30% margin
Est. Deal Value
$17.5M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
QUANTUM FINANCIAL PLANNING SERVICES, INC.
CRD
115877
SEC file #
801-110112
EIN
911515592
DBA names
—

Economics

AUM
$727.2M
AUM band
$500M-$1B
AUM trajectory
'20'26
$335.1M → $727.2M▲ +117%
Client mix
Individuals Other537
Individuals High Net Worth253

Operations

Employees (total)
19
Advisory staff (per ADV)
13
Advisory staff (5-yr trend)
'20'26
6 advisors → 13 advisors▲ +117%
Primary office
SPOKANE WA
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwabmedium confidence
Services offered
Financial planningPortfolio mgmt — individualsPension consulting
Fee basis
% of AUMHourly chargesFixed fees

Filings

Latest ADV filing
12/19/2025
ADV-W filed at
—
Website
instagram.com/quantumfinancialplanning(social)

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
CHRISTIANSEN, CHRISTOPHER, ERIC
Top Owner Pct
62.5
Top Owner Entity Kind
I
Owner Count
4
Control Persons
CHRISTIANSEN, CHRISTOPHER, ERIC
COSKI, MICAH, Stephen
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
fallback_guess:quantumplanning.com

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0002050169
Edgar Registered
Yes
Edgar Filing Count
7
Edgar First Filing Date
2025-01-23
Edgar Last Filing Date
2026-04-14
Edgar 13f Count
6
Edgar 13f Latest AUM Estimate
Filing Date2026-04-14
Accession0002050169-26-000002

Compliance & brand

Firm Registration Status
active

All other collected signals (12)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
15
Bc Firm IAR Count
15
Custodian Candidates
Window
Charles Schwab5
Full
Charles Schwab11
E*trade4
Lpl Financial2
Edgar Addresses
Mailing
720 BOONE AVESUITE 100SPOKANE, WA 99201
Business
720 BOONE AVESUITE 100SPOKANE, WA 99201
Edgar EIN
911515592
Edgar Recent Filings
13F-HR2026-04-14 · 0002050169-26-000002
13F-HR2026-01-15 · 0002050169-26-000001
Firm Has Custody
Yes
Mailing Office Differs
No
Top Owner CRD
3005759
Trust Company Affiliate
No

People (15)

15
CHRISTIANSEN, CHRISTOPHER, ERIC
IAR · Direct Owner · 62.5%
3005759
COSKI, MICAH, Stephen
IAR · Direct Owner · 17.5%
6002518
CURNUTT, JORDAN, DAVID
IAR · Direct Owner · 17.5%
6425327
Farmin, Ryan
IAR · Direct Owner · 7.5%
6634830
Bailey Allen Erickson
IAR
7931065
Kerry Matthew White
IAR
7786560
Amanda Jean Sullivan
IAR
6096591
MARK ANDREW COSKI
IAR
1821141
Austin Cole Zimmerman
IAR
8062377
Joseph Ansah Quansah
IAR
8128308
Madeleine Lynn Lobdell
IAR
8151907
Travis John Schiele
IAR
7379029
ERIC FENTON GREEN
IAR
1562402
CRAIG ROBERT WHITBECK
IAR
1050157
Nicholas Rau Fuller
IAR
7323006