Wende Headley is a CFP-designated registered investment advisor at Quantum Financial Advisors, LLC, based in Pasadena, CA, with 11 years of industry experience. Wende operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Corporate Executives, Estate Planning, and 6 more. Their firm serves 451 clients with $1.5B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $3.0M | 1.00% |
| $3.0M - $5.0M | 0.75% |
| $5.0M - $15.0M | 0.50% |
| $15M+ | 0.25% |
Fees are negotiable. The maximum combined fee for clients utilizing separately managed accounts and Quantum's fees will not exceed 1.30%. Financial Planning & Consulting is included in Comprehensive Portfolio Management for clients whose annual fee exceeds $15,000.
Fee Estimator
Contact
Wende Headley
Location
251 S. Lake Avenue, Pasadena, CA, 90245
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Quantum Financial Advisors, LLC
Previous Registrations
Abacus Wealth Partners
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
Additional Information
Wende partners with successful business owners and executives, as well as individuals and families who are preparing for a significant life change. She collaborates with her clients to create clear, personalized financial plans and investment strategies. Wende has 25 years of finance experience, which she leverages to give her clients confidence in their ability to achieve their personal and professional goals.