HDQ Wealth fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed August 18, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$500/hr

“Fees for business consulting are billed at a rate of $500 per hour and are billed in advance if the services are ongoing, or if on a project basis then fees are billed one-half in advance and one-half upon completion of the services.”

Annual fee

$12,000⁠-⁠$250,000/yr

“Up to $1,000 per month or $12,000 per year Up to $5,000 per month or $60,000 per year Up to $20,833 per month or $250,000 per year Fixed fees may be negotiated in advance based at the discretion of the Advisor.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How HDQ Wealth bills

Payment and refund terms, quoted from the fee section of the brochure.

• “New account fees will be prorated from the inception of the account to the end of the month.”
• “The Advisor’s fee will be payable monthly in arrears, based on the value of the portfolio assets of the account managed by the Advisor as of the close of business on the last business day of the month.”
• “The program sponsor will deduct the overall fee from the client account quarterly in arrears based on the average daily value of assets in the account during the quarter.”

How HDQ Wealth’s fees compare

• Its hourly rate of $500 is above the Missouri median of $250. 92% of the 88 other Missouri planners that publish an hourly rate charge less.
• 12 of the 13 other planners in Kansas City that publish an hourly rate charge less.
• Its annual fee of $12,000-$250,000 is above the Missouri median of $6,000. 100% of the 45 other Missouri planners that publish an annual fee charge less.
• 4 of the 4 other planners in Kansas City that publish an annual fee charge less.

About HDQ Wealth

• Firm size: 3 employees.
• Credentials named in the brochure: CFP®.
• Meets clients remotely: the brochure mentions virtual or online meetings.
• Registered as an adviser: 2021 (5 years).

Firm details from Form ADV

How the firm is paid

Hourly fees, fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

1.5% a year

Clients

173

Employees

3

Works with

Individuals, high net worth individuals, and businesses

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, pension consulting, selecting other advisers, educational seminars and workshops, and other services

Assets managed

$49,228,000

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

313427

Website

twitter.com/hdqwealth (opens in new tab)

Phone

(913) 283-4423

Can advise clients in 5 states: California, Florida, Kansas, Louisiana, Missouri

Other planners in Kansas City that publish fees

• Bluevine AdviceKansas City$500, $25⁠-⁠$1,000/mo
• Buttonwood Financial Group, LLCKansas City$300⁠-⁠$600/hr, $300⁠-⁠$30,000/qtr
• Chase Wealth ManagementKansas City$1,000⁠-⁠$10,000
• Cobb Wealth Management, LLCKansas City$200/hr
• Craft & Sage WealthKansas City$500/hr, $5,000
• Divvi Wealth ManagementKansas City$250/hr

Compare all 28 planners in Kansas City