QED Wealth Solutions
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
QED Wealth Solutions serves individual investors, select high‑net‑worth households, and small businesses, offering comprehensive financial planning and ongoing portfolio management. The firm provides modular or broad‑based plans addressing cash flow, retirement, education, estate matters, and investment consultation, and manages roughly $21.5 million for about 57 clients.
The firm’s investment work is guided by diversified asset allocation and Modern Portfolio Theory principles, employing a mix of passive strategies, cash‑management tools, and tactical adjustments; portfolios are managed on discretionary or non‑discretionary terms with quarterly reviews and custodian‑generated performance reports. Financial plans are delivered in written form and the firm conducts periodic reviews and stress testing to assess downside and tail‑risk scenarios.
Compared with many solo independent advisers, the firm publishes public financial education content and runs periodic complimentary educational seminars and two education websites (retiretoabundance.com and kpersretirement.com), which it discloses are intended for general informational use rather than individualized advice. The firm’s principal also maintains a licensed insurance practice—earning commissions and dedicating up to about 15% of monthly time to insurance activities—and the firm discloses use of a third‑party platform and recommended custodians for trading, reporting, and back‑office services.
Client services
Expertise
Fee options
$0 - $499,999: 1.20% annually $500,000 - $999,999: 1.00% annually $1,000,000+: 0.80% annually
Account minimum: $250,000 Fee-only: Advisory fees are asset-based, paid monthly in arrears; no commissions or mark-ups on securities; no performance-based fees.
Main office
350 N Main St
Kingman KS 67068
Advisors at this office
1
Most active in
Kansas · Texas
Also doing business as
Qed Wealth Solutions · Qed Wealth Solutions LLC
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
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