A complete list of active advisors currently associated with HDQ Wealth
Warmer can help you find a great advisor at HDQ Wealth or one who fits your needs even better.
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.
To learn more about the advisors currently working at HDQ Wealth, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
You can also browse HDQ Wealth's office locations.
Name |
Location |
Years of experience |
|---|---|---|
Kansas City, MO
| 1
| |
Miami, FL
| 1
| |
Kansas City, MO
| 7
|
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For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
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