KQ Wealth Management provides financial planning services that include a comprehensive evaluation of a client’s current and future financial state. The firm analyzes various aspects of a client's financial life, including personal finances, taxes, investments, insurance, retirement, death and disability planning, and estate planning. They also offer consulting services on specific financial topics. KQ does not manage investments.
Assets Under ManagementN/A
ClientsN/A
Advisors2
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
KQ Wealth Management provides periodic updates to a client’s financial plan on an annual basis for an annual minimum maintenance fee of $500.
- Financial Planning/Consulting — Fees range from $1,000 to $15,000, based on the complexity of the client’s financial situation and the comprehensiveness of the plan.
- Hourly Consulting — Available for clients requesting specific planning and preferring an hourly fee.
Annual Retainer:From $500/year
One-Time Plan:$1,000 - $15,000
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