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Quality Financial Planning, LLC (Scottsdale)


Quality Financial Planning, LLC is an adviser based in Scottsdale. It manages $19 million of regulatory assets for 4 client accounts. It has been registered with the SEC as an adviser since 2005.

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Quality Financial Planning provides financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and pension consulting services. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Quality Financial Planning: assets under management

The assets under management (AUM) of Quality Financial Planning, LLC is $19 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -27% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $19 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $4.75 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Quality Financial Planning, LLC for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Indirect Owners

The SEC currently registers 2 indirect owners.

Name Entity Date acquired Ownership Employer ID
Jr. Living Trust 1/4/95; Frank F. Bell Jr. Trustee Frank F. Bell Trust/trustee 1 Jan 2007 50% - 75% xxx-xx-xxxx
Trustee Hui Fen Hsu Bell Family Trust Dtd 4/10/2002; Hui Fen Hsu Bell Trust/trustee 1 Jan 2007 25% - 50% xxx-xx-xxxx

Based in Scottsdale

The principal office where Quality Financial Planning, LLC performs its advisory services is located at 10401 N. 55 Th Place, Scottsdale, AZ 85253 1172 The mailing address of the firm is 10645 N. Tatum Blvd., Phoenix, AZ 85028 3053. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 480-626-7792 or by fax 480-353-5465. The normal business hours are 9:00am to 5:00pm on Monday - Friday. You can find more information about the New York firm at www.qualityfp.com.


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