KQ Wealth Management LLC

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Client assets under management

Clients

Advisors

of 7 employees

Firm type

Supported

1-4 advisors or >$200M in AUM

Clients per advisor

Very Low

Average account size

—

About

KQ Wealth Management is a state‑registered advisory firm that offers comprehensive financial planning and consulting to individuals and businesses. Its brochure emphasizes written, client-specific plans and one‑off consulting engagements and discloses that the firm does not provide discretionary portfolio management, custody services, or report managed assets.

The firm’s planning process is driven by in‑depth client interviews and analysis across personal, tax, investment, insurance, retirement and estate planning, with recommendations delivered in a written report and implementation left to the client or third‑party professionals. KQ states it uses charting, fundamental and technical analysis to inform investment recommendations and accepts engagements on a fixed‑fee basis while also offering hourly billing in certain circumstances.

Notably, members of management are separately registered representatives of LPL Financial and are licensed insurance agents, and the brochure discloses that they may receive commissions, other product‑related compensation, or non‑cash incentives from product sponsors, with stated measures to address those conflicts. The firm also does not charge percentage‑of‑assets fees (relying on fixed and occasional hourly fees instead), does not provide discretionary management or custody, and disclaims proxy‑voting services.

Client services

Financial planning

Consulting service: see form adv part 2a item 4 for details.

Expertise

General retirement planning Medicare planning General estate planning guidance Long-term care insurance Cash flow / budgeting

Fee options

Commissions

Management personnel receive separate commissions and other sales-related compensation from securities and insurance transactions

Project-based

Hourly fees charged for specific planning services upon client request; specific rates disclosed in engagement letter

Other

Minimum fee: Annual minimum maintenance fee of $500 for financial plan updates Fee-only: Fixed fees typically ranging from $1,000 to $15,000 for financial planning and consulting services

Main office location

KQ Wealth Management LLC

1924 South Utica, Suite 710

Tulsa OK 74104, United States

Number of offices

Most active in

Oklahoma

Disclosures

Business activities & affiliations

Is active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Is not active or affiliated with:

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.

Forms ADV

Form ADV Part 2: Client Brochure

Quick links

Website 918-743-4284

Advisors at this firm

Amanda K

CFP®, Series 66

Tulsa, OK

KQ Wealth Management LLC

Amanda King is a CFP® professional with seven years of experience in financial advising. She is currently with LPL Financial and also serves as a registered investment advisor through KQ Wealth Management and Don P. Quint & Associates, both independent advisory firms. Her work history includes roles at Don P. Quint & Associates and LPL Financial, LLC. LPL Financial provides advisory and brokerage services to a diverse client base including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a broad range of investment solutions supported by an in-house research team and a large network of investment adviser representatives.

General retirement planning Medicare planning General estate planning guidance Long-term care insurance Cash flow / budgeting

Donald Q

ChFC®, Series 63

Tulsa, OK

KQ Wealth Management LLC

Donald Quint Jr. is a financial advisor with KQ Wealth Management LLC in Tulsa, OK, holding the ChFC® designation and Series 63 license. He has 43 years of industry experience, including long tenures at LPL Financial and his own firm, Don P. Quint & Associates. Quint also has involvement with Nolan Financial Group, a third-party administrator specializing in nonqualified executive benefit plans. KQ Wealth Management provides financial planning and consulting services to individuals and business clients, delivering written plans that cover a range of personal and financial matters. The firm focuses on planning and consulting rather than discretionary asset management, using fundamental, technical, and charting analysis as part of its process.

General retirement planning Medicare planning General estate planning guidance Long-term care insurance Cash flow / budgeting

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