HDQ Wealth
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$39,035,000
Clients
173
Advisors
3
across 2 offices
About
HDQ Wealth advises individuals (including high‑net‑worth clients), trusts, estates, qualified retirement plans, and business entities. The firm provides fee‑based investment advisory and financial planning services, qualified‑plan consulting, family‑office coordination, business consulting, and educational seminars.
The firm delivers custom, primarily discretionary portfolio management using a tactical allocation approach aimed at reducing risk and improving performance, and may deploy a wide range of instruments—including equities, fixed income, mutual funds, options, structured products, private placements, real estate and oil/gas partnership interests, hedge funds, and cryptocurrencies. HDQ Wealth also recommends third‑party managed‑account programs (e.g., Orion, AssetMark, Betterment) and continues to provide oversight and monitoring of sub‑advisors.
Noteworthy distinctions include the firm’s active insurance business: investment adviser representatives are licensed insurance producers and HDQ Wealth operates affiliated insurance entities through which advisors may sell insurance products, a relationship the brochure discloses as a potential conflict of interest. The firm also offers public educational seminars, has disclosed revenue‑sharing referral arrangements with bookkeeping and entity‑formation providers, and manages cryptocurrency accounts via multiple custodians and a dedicated NOMAD service for next‑generation investors, all of which broaden its service mix relative to many peers.
Client services
Expertise
Occupation focus
Demographic focus
Fee options
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.
Main office
See office1100 Main Street, Ste. 400
Kansas City MO 64105
Advisors at this office
2
Offices (2)
Most active in
California · Florida · Kansas · Louisiana · Missouri · Texas
Also doing business as
Athlete Capital Wealth · Athlete Equity Wealth · Hdq Wealth · Hdq Wealth LLC · Nomad Investor
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
Advisors at this firm
Harrison Q
CFP®, Series 66
Kansas City, MO
HDQ Wealth
Harrison Quinn is a CFP® with seven years of industry experience, currently serving as a financial advisor at HDQ Wealth in Kansas City, MO. His background includes roles at Ameritas Life Insurance Corp. and MassMutual. Outside of his advisory work, he is involved in several businesses, including a model and talent agency, a marketing and consulting firm, and an online clothing boutique, and he serves as treasurer for a nonprofit puppet theater. HDQ Wealth advises individuals, trusts, estates, qualified retirement plans, and business entities through fee-based investment advisory and financial planning services. The firm employs a tactical allocation approach with primarily discretionary portfolio management and offers a broad range of investment instruments and third-party managed-account programs.
Justin M
Series 65
Miami, FL
HDQ Wealth
Justin Mlodzinski is a financial advisor with HDQ Wealth in Miami, FL. He holds a Series 65 designation and has one year of industry experience. Prior to joining HDQ Wealth, he worked at Financial Planning Professionals, Inc. and TD Ameritrade. HDQ Wealth provides fee-based investment advisory and financial planning services to individuals, trusts, estates, qualified retirement plans, and business entities. The firm employs a tactical allocation approach in primarily discretionary portfolio management and offers a broad range of investment options, including third-party managed-account programs and cryptocurrency management.
William G
Series 65
Kansas City, MO
HDQ Wealth
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.
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