HDQ WEALTH

RIASEC Registered

Total AUM

$49.2M

Discretionary

$39M

79% of AUM

Avg account

$273K

Accounts

180

Employees

Advisory reps

Firm details

Headquarters: KANSAS CITY, Missouri
CRD number: 313427
Website: hdqwealth.com
Custodians: CHARLES SCHWAB & CO., INC., ORION PORTFOLIO SOLUTIONS, LLC, ASSETMARK TRUST CO., JOHN HANCOCK DISTRIBUTORS LLC
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees, Other
Client types: HNWI40.42%
Individuals38.87%
Corporations / Businesses20.71%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other AdvisersEducational Seminars / Workshops

Firm profile

FINTRX

Overview

HDQ Wealth is an independent registered investment adviser organized as a limited liability company and owned by an individual. The firm serves both individual and family clients as well as institutional accounts and positions itself as a capital allocator that deploys third-party managers alongside in-house advice. Its business combines advisory and insurance-broker activities: the adviser provides financial planning, portfolio management for individuals/small businesses and for businesses or institutions, pension consulting, manager selection, and educational seminars/workshops while also operating as an insurance broker. Fee arrangements include percentage-of-AUM billing plus hourly and fixed-fee options and other structures. The firm is not identified as an active ESG investor.