HDQ Wealth logo

HDQ Wealth

Updated today

Client assets under management

$39,035,000

Clients

173

12% high-net worth

Advisors

5

of 5 employees

Firm type

Team

4-10 advisors or $500M+ in AUM

Clients per advisor

35

Low

Average account size

$225,636

About

HDQ Wealth serves individual and high‑net‑worth clients, as well as trusts, estates, qualified retirement plans, and business entities, providing fee‑based investment advisory and recurring or one‑time financial planning services. The firm also offers pension plan consulting and business advisory services, and markets a next‑generation offering under the NOMAD Investor name for smaller accounts.

The firm manages portfolios on a discretionary basis using a tactical allocation approach intended to reduce risk and pursue performance, and may employ a wide range of instruments — from mutual funds, options, and structured products to private placements and cryptocurrencies. HDQ Wealth supplements in‑house management with third‑party managed account programs (including platforms such as Betterment, Orion, and AssetMark) and may use cash positions or targeted stock selections as part of portfolio adjustments.

Distinctive features include a formal seminar program and educational workshops for clients and prospects, and affiliated insurance activities: HDQ Wealth and HDQ Wealth Insurance LLC are licensed to sell life and other insurance products, and advisors may receive customary commissions for those sales. The firm also offers family‑office and multi‑family office service levels, provides ERISA 3(38) plan services, conducts business consulting, and manages cryptocurrency accounts custodied through specialized providers (BitGo/Gemini, Paxos, Anchorage), reflecting an unusually broad service mix for a small advisory team.

Client services

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops Business consulting

Expertise

Business exit / sale strategy

Occupation focus

Founder/Business Owner Technology Professional

Fee options

Fixed

Non-fiduciary educational seminar fees up to $500 per ticket, billed in advance.

Percentage

$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)

Commissions

Insurance product commissions through affiliated insurance agencies; typical compensation but no advisory fees; commissions disclosed prior to transactions.

Project-based

Business consulting fees billed at $500 per hour, billed in advance or split for project basis; negotiable in advance.

Other

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.

Main office location

HDQ Wealth

1100 Main Street, Ste. 400

Kansas City MO 64105, United States

Number of offices

3

Most active in

California · Florida · Kansas · Louisiana · Missouri · Texas

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Harrison Q

CFP®, Series 66

Kansas City, MO

HDQ Wealth

Harrison Quinn is a CFP® with seven years of experience at HDQ Wealth, a team-based firm in Overland Park, KS. His prior roles include positions at Ameritas Life Insurance Corp. and Ameritas Investment Corp. Outside of financial advising, he is involved in several business ventures such as 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 serves individuals, high-net-worth clients, trusts, estates, and qualified retirement plans, offering fee-based portfolio management, financial planning, and pension consulting. The firm employs a tactical allocation approach using a broad range of investment instruments and also provides business advisory services, insurance products, and cryptocurrency management.

Business exit / sale strategy Founder/Business Owner Technology Professional
user avatar

Justin M

Series 65

Miami, FL

HDQ Wealth

Justin Mlodzinski is a financial advisor at HDQ Wealth in Miami, FL, holding a Series 65 designation with one year of industry experience. His prior roles include positions at Financial Planning Professionals, Inc. and TD Ameritrade. HDQ Wealth serves individuals, high-net-worth clients, trusts, estates, and qualified retirement plans, offering fee-based portfolio management, financial planning, and pension consulting. The firm employs a tactical allocation approach and a broad range of investment instruments, including mutual funds, options, structured products, private placements, and cryptocurrencies.

Business exit / sale strategy Founder/Business Owner Technology Professional
user avatar

Derrick G

Series 65

Kansas City, MO

HDQ Wealth

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.

Business exit / sale strategy Founder/Business Owner Technology Professional
user avatar

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. His prior roles include positions at Stoak Management LLC and Shipt, as well as teaching at Rockhurst University. 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 using a diverse set of investment instruments and also operates a licensed insurance agency.

Business exit / sale strategy Founder/Business Owner Technology Professional
user avatar

Austin F

Series 66

Kansas City, MO

HDQ Wealth

Austin Fisher is a financial advisor at HDQ Wealth in Kansas City, MO, with 11 years of industry experience. He holds the Series 66 designation and previously worked at RBC Capital Markets, Principal Securities Inc, and Principal Life Insurance Co. In addition to his advisory role, he is an independent insurance producer for various insurance companies. HDQ Wealth serves individuals, high-net-worth clients, trusts, estates, and qualified retirement plans, providing fee-based portfolio management, financial planning, and pension consulting services. The firm employs a tactical allocation approach using a broad range of investment instruments and offers business advisory services alongside integrated personal and business financial planning.

Business exit / sale strategy Founder/Business Owner Technology Professional
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