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, LLC-structured registered investment adviser operating as a capital allocator for both individual/family and institutional clients. The firm offers advisory solutions alongside insurance brokerage services and charges fees by a blend of AUM percentage, hourly rates, fixed fees and other arrangements. Its advisory scope includes financial planning, portfolio management for individuals and small businesses as well as for businesses or institutions, pension consulting, selection of outside advisers and educational workshops. The firm is not identified as an active ESG investor. HDQ Wealth is marked as owned by an individual and is classified as an independent RIA. It reports that it sources and places client capital with third-party managers, indicating a model that combines in-house advice with external manager selection.