Advisor at Quantum Financial Planning LLC
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Firm
Quantum Financial Planning LLC
Location
Langley, WA
Credentials
CFP®, Series 65
Industry experience
21 years
Thomas Nowak is a CFP® professional with 21 years of industry experience, currently serving as the sole advisor at Quantum Financial Planning LLC in Langley, WA. He has been with the firm since 2005. Nowak is also a published author on low-fee socially responsible and vegan investing, earning royalty income from his books. Quantum Financial Planning LLC provides financial planning and investment consultation to individuals, families, and small organizations, including retirement-plan advice and rollovers. The firm offers hourly, fee-for-service advice emphasizing long-term, diversified, tax-efficient, and low-cost investment strategies without ongoing discretionary management.
Based on Quantum Financial Planning LLC
Based on Quantum Financial Planning LLC
$180 per hour billed in 15-minute increments
Fee-only: Hourly fee of $180 per hour, billed in 15-minute increments. Deposit of $500 or 50% of lower end of estimated fee range, whichever is less, generally required.
Langley, WA
Illinois · Texas · Washington · Wisconsin
Quantum Financial Planning LLC
2020 - Present (6 years)
Quantum Financial Planning LLC
2005 - 2020 (15 years)
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Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
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Bank
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Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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