Joel Huet is a CFP-designated registered investment advisor at White Sand Wealth Management, based in Liberty, MO, with 13 years of industry experience. Joel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 3 more. Their firm serves 197 clients with $170M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.75% |
| $2.0M - $3.0M | 0.60% |
| $3M+ | 0.50% |
Fees are negotiable.
Fee Estimator
Contact
Joel Huet
Location
131 S Water Street, Liberty, MO, 64068
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Regulatory History
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.
Learn about disclosures →Other Business Activities
Joel is a council member at the Children's Mercy Hospital Planned Giving Council and a member of the Financial Planning Association (FPA) and the National Association of Personal Financial Advisors (NAPFA). These activities require minimal time and are not investment-related.
Employment History
Current Registrations
White Sand Wealth Management
Previous Registrations
Open Road Wealth Management, LLC
Bok Financial Advisors
State Registrations3 states
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
Additional Information
Joel is a member of Children's Mercy Hospital Planned Giving Council and the Kansas City area Financial Planning Association. He is the former Chairman of the Missouri Bankers Association Trust Services Committee and Vice Chairman of Hillcrest Transitional Housing of Clay County. He is also a former member of Big Brothers Big Sisters of Greater Kansas City Corporate Club.