CRD: 319000
Quality Financial Planning LLC
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 07-15-2022
- Office Locations
- 1
Office Locations
About Quality Financial Planning LLC
Quality Financial Planning LLC is a Florida-based fiduciary advisor focused on physicians and small business owners, providing financial planning and investment management across tax, estate, insurance, retirement, and succession needs. Portfolios lean heavily on ETFs with a fixed-income component, custody is through Charles Schwab, and the firm uses Nitrogen (Riskalyze) to align risk to client goals.
Team overview
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Client Personas
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Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
MAURICIO REYES
Advisor, Chief Compliance Officer, INVESTMENT ADVISOR REPRESENTATIVE, Managing Member
- CRD
- #7503008
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,671,467 | -- |
| Non-Discretionary | $0 | -- |
| Total | $1,671,467 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Other | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Total | Available | Available |
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