Jordan Curnutt
Jordan Curnutt is a CFP-designated registered investment advisor at Quantum Financial Planning Services, INC., based in Spokane, WA, with 11 years of industry experience. Jordan 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
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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 →Employment History
Current Registrations
Quantum Financial Planning Services, INC.
Previous Registrations
Securities Service Network, 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
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