Nicholas Fuller
Nicholas Fuller is a CFP-designated registered investment advisor at Quantum Financial Planning Services, INC., based in Spokane, WA, with 5 years of industry experience. Nicholas operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 790 clients with $730M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Quantum Financial Planning Services charges an annual percentage fee based on the value of your investments, billed quarterly. The specific fee depends on the amount of assets managed, the complexity of services, and the overall relationship.
Assets under $500,000 any given quarter are billed a flat fee of $1,250 that quarter. This minimum fee may be negotiable.
Location
720 W Boone Ave, Ste 100, Spokane, WA, 99201
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Nicholas is a Certified Public Accountant, though he does not actively perform any duties related to that registration. He is also a board member of the WSCPA Spokane Chapter, dedicating a few hours per week to promoting events, strategic planning, and volunteering.
Employment History
Current Registrations
Quantum Financial Planning Services, INC.
Previous Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Waddell & Reed
Waddell & ReedBroker
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.