Updated October 31, 2023
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QM Advisors

Investment Advisor Firm
Total assets under management$87M
Years in business6+

About QM Advisors

Unlike many other investment firms that rely on cookie-cutter approaches, QM Advisors takes a highly customized approach. They align each client's financial plan with their personal values, circumstances, and priorities. The firm aims to ensure that each client's experience matches their expectations by setting realistic goals, delivering goals-based planning, implementing a disciplined investment process, and monitoring progress toward financial objectives.

QM Advisors boasts a team with over 40 years of combined experience in the financial services industry, including a Chartered Market Technician (CMT), a rare qualification. Unlike large brokerage firms, QM Advisors serves as hands-on money managers rather than financial middlemen, allowing them to tailor investments to individual needs and provide ongoing risk management.

With a transparent fee structure and a flexible approach, QM Advisors prioritizes making clients' money grow rather than simply selling financial products. They maintain custodial relationships with AXOS or Interactive Brokers, ensuring the security of clients' funds.

The firm aims to minimize barriers between clients and their money, making it readily accessible upon request. Meeting frequency is tailored to individual preferences and needs, and the firm is responsive and committed to maintaining valued client relationships.

Pricing options

Monthly Fee
Flat Fee
Hourly Fee
Assets Under Management

Regulatory filings

Areas of specialty

  1. Wealth Management
  2. Investment Management
  3. Risk Management

More about QM Advisors

DesignationsMinimum asset threshold
RIAN/A
Firm CRD NumberNumber of advisors
2974386

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Secure your future and achieve your goals with a free match to financial expertsFind your advisorGet started by taking our free advisor matching quiz. We will match you with the best advisor based on the information you provide. In doing so, you may be matched with a different advisor than QM Advisors.

Pricing options

Monthly Fee
Flat Fee
Hourly Fee
Assets Under Management

Regulatory filings

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