Derrick Gibbs
Advisor at HDQ Wealth
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.
Advisor at HDQ Wealth
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.
Location
Kansas City, MO 64105
Credentials
Series 65
Industry experience
2 years
Derrick Gibbs is a financial advisor at HDQ Wealth in Kansas City, MO, holding a Series 65 designation with two years of industry experience. He previously worked at C2P Capital Advisory Group and The Chamberlin Group. Outside of advisory work, he is an independent insurance producer. HDQ Wealth serves individuals, high-net-worth clients, trusts, estates, and qualified retirement plans, providing fee-based portfolio management, financial planning, and pension consulting. The firm employs a tactical allocation approach across diverse instruments and offers business advisory services, operating as a team with licensed insurance producers and providing educational seminars and cryptocurrency management.
Based on HDQ Wealth
Non-fiduciary educational seminar fees up to $500 per ticket, billed in advance.
$0+: Up to 1.50% annually, payable monthly in arrears (standard investment advisory fee, negotiable at Advisor's discretion) $0+: Up to 1.0% annually cryptocurrency custody fee (charged by qualified custodian, payable quarterly in arrears)
Insurance product commissions through affiliated insurance agencies; typical compensation but no advisory fees; commissions disclosed prior to transactions.
Business consulting fees billed at $500 per hour, billed in advance or split for project basis; negotiable in advance.
Fee-only: Financial planning fixed fees: Premier Level - up to $1,000/month or $12,000/year; Platinum Level - up to $5,000/month or $60,000/year; Family Office/Multi-Family Services - up to $20,833/month or $250,000/year; fees may be negotiated.
1100 Main Street, Ste. 400
Kansas City, MO 64105
California · Kansas · Missouri
HDQ Wealth
2025 - Present (1 year)
C2P Capital Advisory Group, LLC dba Prosperity Capital Advisors
2023 - 2025 (2 years)
The Chamberlin Group (d.b.a. for advisory business)
2023 - 2025 (2 years)
The Chamberlin Group
2022 - 2023 (1 year)
C2FO
2021 - 2022 (1 year)
Synergy Wealth-Mass Mutual
2020 - 2021 (1 year)
Waddell & Reed
2019 - 2020 (1 year)
Synchrony Financial
2019 - 2019 (1 year)
Southwestern Oklahoma State University
2017 - 2019 (2 years)
Highland Community College
2014 - 2016 (2 years)
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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