AK
CFP
AK
CFP

Amanda King

7 Years of Experience
Tulsa, OK
Broker

Amanda King is a CFP-designated registered investment advisor at Kq Wealth Management LLC, based in Tulsa, OK, with 7 years of industry experience. Amanda operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Retirement Planning, and 1 more.

Compensation
Fixed/Hourly
Firm Size
2 advisors
IM Fee
Planning only

Fee Structure

KQ Wealth Management provides periodic updates to a client’s financial plan on an annual basis for an annual minimum maintenance fee of $500.

  • Financial Planning/Consulting — Fees range from $1,000 to $15,000, based on the complexity of the client’s financial situation and the comprehensiveness of the plan.
  • Hourly Consulting — Available for clients requesting specific planning and preferring an hourly fee.
Annual Retainer:From $500/year
One-Time Plan:$1,000 - $15,000
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Location

1924 S Utica Ave Ste 710, Tulsa, OK, 74104-6513

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Amanda operates under Don P. Quint & Associates and KQ Wealth Management, providing financial planning and consulting services as an Investment Advisor Representative. These activities are investment-related and consume nearly all of Amanda's time.

Employment History
Current Registrations
Kq Wealth Management LLC
May 2020 - Present · 6 yrs
LPL Financial LLC
August 2018 - Present · 7 yrs 9 mos
LPL Financial LLCBroker
July 2018 - Present · 7 yrs 10 mos
State Registrations30 states
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AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Amanda King - Financial Advisor | TrueAdvisor