Thomas Nowak is a CFP-designated registered investment advisor at Quantum Financial Planning LLC, based in Langley, WA, with 21 years of industry experience. Thomas operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Retirement Planning, and 1 more. Their firm serves 160 clients.
Compensation
Firm Size
IM Fee
Fee Structure
Quantum Financial Planning offers financial planning and investment consultation services on an hourly basis. The rate is $180 per hour, billed in 15-minute increments. Before starting, you'll receive an estimate of the total cost. A deposit of $500 or 50% of the lower end of the estimated total fee range (whichever is less) is generally required at the time of the engagement. The balance is due upon delivery of the plan or advice, or monthly for longer engagements.
Location
Langley, WA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Thomas is a published author of books on socially responsible and vegan investing. He receives royalty income which may amount to up to 2% of annual revenues.
Employment History
Current Registrations
Quantum Financial Planning LLC
State Registrations4 states
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