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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- FusionRidge unison +more
- Established Date
- 07-02-2009
- Office Locations
- 1
Office Locations
About Quinn Financial Planning, LLC
Quinn Financial Planning, LLC is a fee-only RIA in the Chicago area providing financial planning and asset management, with a focus on retirement planning and tax planning strategies, including investment review and adjustments aligned to client risk tolerance. Portfolios are primarily ETF-based. Founder Timothy Quinn (CFP®, CPA, MS Taxation) brings 32+ years of experience; custody is through Charles Schwab.
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Owner & Executives
TIMOTHY JOSEPH QUINN
Certified Financial Planner, Chief Compliance Officer, Chief Executive Officer
- CRD
- #2905230
- Ownership
- 75% or more
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $95,977,019 | -- |
| Non-Discretionary | $0 | -- |
| Total | $95,977,019 | -- |
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Separately Managed Accounts
Total SMA Asset: $95,977,019
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $3,455,214,643 | 47.6% |
| Public Funds | $1,197,710,958 | 16.5% |
| Cash | $2,605,928,691 | 35.9% |
| Total | $7,258,854,292 | 100.0% |