QED Wealth Solutions
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$21,488,793
Clients
57
9% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
57
HighAverage account size
$376,996
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
Financial planning
Portfolio management
Newsletters or periodicals
Educational seminars or workshops
Expertise
Cash flow / budgeting
Debt management
College savings (529s, UTMA, etc.)
General retirement planning
Retirement withdrawal strategies
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 location
QED Wealth Solutions
350 N Main St
Kingman KS 67068, United States
Number of offices
1
Most active in
QED Wealth Solutions has reported serving >5 clients in these states in the last 12 months.
Kansas · Texas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
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
Quick links
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