Q
Quality Wealth Management
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
Clients
12
0% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
12
LowAverage account size
$0
About
The firm provides personalized financial planning and related advice to individuals, pension and profit‑sharing plans, trusts, estates and small businesses. Services are delivered through written financial plans, retainer arrangements and hourly engagements; the firm does not provide ongoing asset management directly.
The advisor conducts detailed analyses of client financial positions and investment holdings using fundamental, technical and cyclical methods alongside asset‑allocation modeling and third‑party reporting tools, then documents goals and recommendations for clients to implement. Periodic reviews are performed, generally quarterly, and additional reviews are triggered by market changes or client life events.
Notably, the firm’s owner is registered with a broker‑dealer as a registered principal/registered representative and is a licensed insurance agent, and the firm discloses that it may receive insurance and brokerage compensation and can provide investment management only through the broker‑dealer under a separate agreement. The combination of broker‑dealer affiliation, insurance activity, a stated focus on written planning rather than AUM‑based portfolio management, and work with pension/profit‑sharing plans distinguishes the firm from many independent peers.
Client services
Financial planning
Pension consulting
Expertise
General retirement planning
General tax planning
Business succession planning
College savings (529s, UTMA, etc.)
Occupation focus
Founder/Business Owner
Fee options
Retainer agreements offered on a fixed-fee basis; annual fee based on project size and negotiable
Hourly rate of $250 for limited scope engagements
Account minimum: $2,000 minimum for financial planning agreement Minimum fee: Minimum fee of $2,000 payable on a quarterly basis for financial planning agreement Fee-only: Fees based on fixed fees and hourly charges; fees are negotiable
Main office location
Quality Wealth Management
3703 Mt. Diablo Blvd
Lafayette CA 94549, United States
Number of offices
1
Most active in
Quality Wealth Management has reported serving >5 clients in these states in the last 12 months.
California
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Is not active or affiliated with:
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
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.
Forms ADV
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