Harrison Quinn is a CFP-designated registered investment advisor at Hdq Wealth, based in Overland Park, KS, with 7 years of industry experience. Harrison 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
Overland Park, KS
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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.
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Harrison is involved in several non-investment related business activities, including a model & talent agency, real estate brokerage, marketing/consulting firm, non-profit theater, online clothing boutique, and corporate consulting firm. He dedicates minimal time to each of these ventures.
Employment History
Current Registrations
Hdq Wealth
Previous Registrations
Ameritas Advisory Services
Ameritas Investment Company, LLCBroker
MML Investors Services, LLC
MML Investors Services, LLCBroker
State Registrations6 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.