Quigley Financial LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$108,648,000
Total clients
41
80% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
41
Average account size
$2,649,951
About
Quigley Financial LLC is a fee‑only, independent single‑advisor firm that provides comprehensive wealth management, portfolio management, tax planning and preparation, and project-specific financial planning to individuals, small businesses, and trusts. The firm typically implements client accounts through discount brokers (commonly Fidelity) and delivers ongoing monitoring and implementation support as part of an ongoing advisory relationship.
The firm’s investment approach follows Modern Portfolio Theory with a top‑down macroeconomic process, building diversified, global portfolios primarily using no‑load mutual funds and ETFs and a mix of active and passive strategies. All accounts are managed on a non‑discretionary basis, with recommendations documented in an Investment Policy Statement and clients retaining final decision‑making authority and the ability to impose restrictions.
Distinctive features include managing roughly $108.6 million for about 41 clients, implying a relatively large average account size for a solo practitioner, and a fee model that relies on flat annual, project, or hourly fees rather than a percentage‑of‑assets arrangement. The firm also combines financial planning with tax preparation (the principal holds CFP and EA credentials), maintains a documented business continuity plan that designates an SEC‑registered successor adviser for continuity, and the sole advisor divides professional time between advisory duties and an external occupation.
Client services
Financial planning
Portfolio management
Expertise
General retirement planning
General tax planning
Wealth management
Cash flow / budgeting
Occupation focus
Retired
Fee options
$250 to $300 per hour for specific financial planning and project services
Minimum fee: $8,000 minimum annual fee for Portfolio Management Services; $10,000 minimum annual fee for Comprehensive Wealth Management (subject to complexity and may be lower for clients before Jan 1, 2021) Fee-only: Fee-only financial planning and advisory services; no compensation from other entities
Main office location
Quigley Financial LLC
Peachtree City GA, United States
Number of offices
1
Most active in
Quigley Financial LLC has reported serving >5 clients in these states in the last 12 months.
Georgia
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 not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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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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