QP Consulting
SEC RegisteredGuiding you and your employees to financial success.
About the firm
Created in 2002, QP Consulting is an SEC registered investment advisory firm that sought to fill the void of retirement plan specialists in the small and mid plan market. QP operates on a fee-only basis and accepts no compensation from third party vendors, assuring its independence from them. Its fully disclosed revenue comes only from its clients, which helps to avoid conflicts of interest.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
QP Consulting offers retainer-based services (including ERISA 3(21) and 3(38) fiduciary capacities, investment monitoring, quarterly fiduciary reports, investment policy statement drafting, participant education, fee benchmarking, vendor negotiations, and more), portfolio services for individuals, and project-based services such as request for proposal analysis and fee benchmarking reports.
Who they serve
Corporate retirement plan trustees and their employees, including plan sponsors and participants in the small and mid plan market.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 13 | $8.0M |
| High Net Worth Individuals | 28 | $84M |
| Charitable Organizations | 33 | $444M |
Leadership
Office locations
Advisors at this firm
2 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| Up to $1,000,000 | 0.75% |
| $1,000,001 to $2,000,000 | 0.50% |
| $2,000,001 to $3,000,000 | 0.40% |
| $3,000,001 to $5,000,000 | 0.30% |
| $5,000,001 and up | 0.25% |
Data as of January 20, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. QP Consulting has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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