William Grainger
Advisor at HDQ Wealth — Kansas City, MO
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
Series 65
Experience Industry experience
1 year
Location
Kansas City, MO 64105
HDQ Wealth
Supported
William Grainger is a financial advisor at HDQ Wealth in Kansas City, MO, holding a Series 65 designation with one year of industry experience. Prior to HDQ Wealth, he worked at Stoak Management LLC and has experience in various roles including e-commerce and education. HDQ Wealth serves individuals, trusts, estates, qualified retirement plans, and business entities with fee-based investment advisory and financial planning services. The firm employs a tactical allocation approach and manages a diverse range of investment instruments, offering both discretionary portfolio management and oversight of third-party managed accounts.
Based on HDQ Wealth
Based on HDQ Wealth
Fixed fees for financial planning services (recurring monthly, annual, or one-time fixed fees) and fixed fees for educational seminars up to $500 per ticket; fixed fees for retirement plan setup (up to $5,000) and fixed fees for non-fiduciary educational services (up to $10,000 annually).
$0+: Up to 1.50% annually for investment advisory fees based on portfolio assets, payable monthly in arrears $0+: Up to 1.0% custody fee charged by qualified cryptocurrency custodian, plus up to 1.0% management fee for cryptocurrency accounts $0+: Up to 1.0% annual fee for Qualified Retirement Plan Consulting Services, payable monthly in advance or arrears
Commissions are received for insurance product sales; typical compensation for insurance agents, not advisory fees.
Business consulting billed at $500 per hour, billed in advance or half upfront and half upon completion for projects.
Financial Planning Services may be charged on a recurring monthly or annual fee basis depending on level selected.
Fee-only: Recurring fixed monthly fees up to $1,000, $5,000, or $20,833 per month and corresponding annual fees up to $12,000, $60,000, or $250,000 depending on financial planning service level; one-time fixed fees may also be charged.
Kansas City, MO
1100 Main Street, Ste. 400
Kansas City MO 64105
Advisors at this office
2
Kansas · Missouri · Texas
1 year of industry experience
HDQ Wealth
2025 - Present • 1 year
Kansas City, MO
Stoak Management LLC
2024 - 2024 • 1 year
Kansas City, MO
HDQ Wealth
2024 - 2025 • 1 year
Kansas City, MO
Shipt
2022 - 2023 • 1 year
Cedar Rapids, IA
Rockhurst University
2022 - Present • 4 years
Kansas City, MO
E-Commerce, Will G. Cards
2020 - 2022 • 2 years
Cedar Rapids, IA
Hy-Vee, Inc.
2020 - 2020 • 1 year
Cedar Rapids, IA
City of Cedar Rapids Parks & Rec
2019 - 2020 • 1 year
Cedar Rapids, IA
Cedar Rapids Xavier High School
2018 - 2022 • 4 years
Cedar Rapids, IA
Cedar Rapids School System
2014 - 2018 • 4 years
Cedar Rapids, IA
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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