Derrick Gibbs is a registered investment advisor at Hdq Wealth, based in Kansas City, MO, with 2 years of industry experience. Derrick 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 →Other Business ActivitiesSells Insurance
Derrick is a licensed insurance agent offering fixed insurance products such as life insurance, annuities, disability insurance, long-term care insurance, and Medicare supplements, dedicating a few hours per week to this activity. He also works with the American Financial Education Alliance (AFEA), conducting seminars to promote financial literacy, spending minimal time on this effort.
Employment History
Current Registrations
Hdq Wealth
Previous Registrations
Prosperity Capital 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.