Eric Green
Eric Green is a CFP-designated registered investment advisor at Quantum Financial Planning Services, INC., based in Spokane, WA, with 29 years of industry experience. Eric operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 4 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
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.25% |
Maximum annual fee is 1.25%, billed quarterly. Accounts under $500,000 are subject to a minimum quarterly fee of $1,250 ($5,000 annually). Fees are negotiable.
Fee Estimator
Location
720 W Boone Ave, Ste 100, Spokane, WA, 99201
Get directionsHistory
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 ActivitiesSells Insurance
Eric works as a financial advisor through Purpose Financial Advisors, LLC and Mariner Independent Advisor Network LLC, dedicating full-time hours to these activities. He also engages in non-variable insurance activities, including life and long-term care insurance, dedicating minimal time to these endeavors.
Employment History
Current Registrations
Quantum Financial Planning Services, INC.
Previous Registrations
Mariner Advisor Network
LPL Financial LLCBroker
Strategic Wealth Advisors Group
FsicBroker
Fsic
Halbert, Hargrove & CO.Broker
Halbert, Hargrove/russell LLC
Gna Securities, INC.Broker
N.A. Securities CorporationBroker
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
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