William Grainger is a registered investment advisor at Hdq Wealth, based in Kansas City, MO, with 1 years of industry experience. William 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
William is a licensed insurance producer through HDQ Wealth LLC since July 2024, engaging in insurance production activities. This takes about 10-20% of his time.
Employment History
Current Registrations
Hdq Wealth
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.