Austin Fisher is a registered investment advisor at Hdq Wealth, based in Kansas City, MO, with 11 years of industry experience. Austin 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, Investment Management, and 2 more. Their firm serves 85 clients with $32M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
HDQ Wealth charges up to 1.50% annually for investment management, paid monthly. Cryptocurrency accounts have a separate custody fee of up to 1.0% annually, plus a management fee of up to 1.0%, also paid monthly. Fees may be negotiable.
Location
1100 Main Street, Ste. 400, Kansas City, MO, 64105
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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 →Employment History
Current Registrations
Hdq Wealth
Previous Registrations
Principal Securities, INC.Broker
Principal Securities, INC.
RBC Capital Markets, LLC
RBC Capital Markets, LLCBroker
State Registrations2 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.