Christopher Christiansen
Christopher Christiansen is a CFP-designated registered investment advisor at Quantum Financial Planning Services, INC., based in Spokane, WA, with 27 years of industry experience. Christopher 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.
Contact
Christopher Christiansen
Location
720 W Boone Ave, Ste 100, Spokane, WA, 99201
Get directionsHistory
Regulatory History (1)
Customer Dispute
January 2009Employment History
Current Registrations
Quantum Financial Planning Services, INC.
Previous Registrations
Securities Service Network, INC.Broker
Ifg Network Securities, INC.Broker
State Registrations2 states
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
Why People Love Working With My Firm (Quantum Financial Planning):