Forms & Disclosures

IA Agreements

401k Report Card

Financial Check Up

Disclosures

IIIP Application Form

Questionnaire

Investor Advisory (IA) Agreements

IA Agreements By State

Disclosures

2024 ADV and Disclosure Forms

ADV Part 1

2026 CRS

Brochure Part 2A

Brochure Part 2B

Questionnaire

Download The Questionnaire

See our planning questionnaire here.

Financial Check-Up

QFA Financial Check-Up Form

Get Your Company’s 401(k) Report Card

Complete The Form To Get A Grade on your company 401K plan

Contact Details:

Headquarters - Mid-Atlantic Region

51 Monroe Street, Suite 1902, Rockville, Maryland 20850

(301) 296-6203

Northeast Region Office

(412) 491-1963

The content of this web site is not to be construed as an offer to sell or the solicitations of an offer to buy any security in any jurisdiction where such an offer or solicitation would be illegal. Some links are through our custodian, Charles Schwab. We are not soliciting any action based upon the material on this website. This material is for the general information of clients of Quantum Financial Advisors Inc. Before acting on any advice of recommendation on this web site, a client should consider whether it is suitable for their particular circumstances and, if necessary, seek professional advice from their Financial Advisor @ Quantum Financial Advisors, Inc., Tax or Legal Advisor. Certain transactions, including those involving futures, options, and high yield securities, give rise to substantial risk and are not suitable for all investors. The material on this web site is based upon information that we consider reliable, but we do not represent that it is accurate or complete, and it should not be relied upon as such. Opinions expressed are our current opinions as of the date appearing on this material only. While we endeavor to update on a reasonable basis the information discussed on this web site, there may be regulatory, compliance, or other reasons that prevent us from doing so. We and our affiliates, officers, directors, and employees, including persons involved in the preparation or issuance of the material on this web site may, from time to time, have long or short positions in, and by or sell, the securities, or derivatives (including options) thereof, of companies mentioned herein. Links to external websites are provided for informational purposes only. We do not represent the accuracy or reliability of the content found on these sites. QFA is an SEC-registered investment advisor and is notice filed in the states of the District of Columbia, Florida, Maryland, Nevada, New Jersey, Pennsylvania, and Virginia. QFA’s primary mailing address is in Rockville, Maryland. QFA may only transact business in a State if it is first registered, excluded, or exempted from applicable registration. Any third-party ratings, such as those from Morningstar, are conducted on an independent basis; however, in some cases, the services of rating providers have been used. No part of this material may be (i) copied, photocopied, or duplicated in any form by any means or (ii) redistributed without the written consent of Quantum Financial Advisors, Inc. No follow-up communications to persons in any State will be made absent compliance with applicable registration requirements or an applicable exemption or exclusion.

Southeast Region Office

(407) 463-4778

Forms & Disclosures

Investor Advisory (IA) Agreements

IA Agreements By State

Washington D.C.

Florida

All other States

Maryland

Pennsylvania

Disclosures

2024 ADV and Disclosure Forms

Questionnaire

Financial Check-Up

Get Your Company’s 401(k) Report Card

Complete The Form To Get A Grade on your company 401K plan

Contact Details:

Headquarters - Mid-Atlantic Region

Northeast Region Office

Southeast Region Office