QP Financial

Overview

QP Financial is a Missouri-based limited liability company that provides advisory and insurance-broker services under an individual ownership structure. The firm bills clients through a mix of percentage-of-AUM, hourly, and fixed-fee arrangements and lists core advisory activities as financial planning, portfolio management for individuals and small businesses, and the selection of third‑party advisers. QP Financial identifies as a capital allocator, indicating it constructs client exposures by directing assets to external managers or funds rather than managing all strategies in-house. The firm does not position itself as an ESG investor and is organized to serve a single-state client base. It is not described as a pension consultant or related-adviser network participant. The combination of insurance brokerage and advisory services suggests a hybrid practice that can layer insurance solutions onto wealth-planning and portfolio management work.

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Location & Offices