QTR Family Wealth, LLC logo

QTR Family Wealth, LLC

Updated today

Client assets under management

$743,454,657

Clients

197

73% high-net-worth

Advisors

6

of 7 employees

Firm type

Team

5-30 advisors or >$500M in AUM

Clients per advisor

33

Very Low

Average account size

$3,773,882

About

QTR Family Wealth, LLC is an SEC-registered wealth management and investment advisory firm that serves high‑net‑worth individuals, families, small businesses, and retirement plans. It offers comprehensive Wealth Management Advisory Services (WMAS), a non‑discretionary Wealth Management and Investment Advisory Services (WMIAS) program, business consulting under separate agreements, trustee assistance, lifestyle management, tax coordination, and support for donor‑advised funds.

The firm generally acts as a manager‑of‑managers, building model‑based household portfolios and overseeing third‑party investment managers and platform providers on a discretionary basis. For select clients QTR implements specialized strategies—including an options overlay and direct index long/short programs that can involve margin, leverage, and derivatives—and coordinates investment decisions with outside tax, legal, and insurance professionals.

Notable operational features disclosed in the brochure include that some QTR financial professionals also serve as registered representatives of FINRA‑registered broker‑dealers and as licensed insurance agents, and the firm has revenue‑sharing and licensing arrangements with certain third‑party service providers, creating potential conflicts of interest. With approximately $749.3 million in regulatory AUM and a team‑based adviser structure, QTR emphasizes outsourced manager relationships and separates its business consulting engagements from its investment advisory services.

Client services

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Options & derivatives strategies Tax-loss harvesting Wealth management Charitable giving & philanthropy

Occupation focus

Founder/Business Owner Retired

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Fee options

Fixed

Flat annual or monthly fees may be charged depending on scope and complexity; business consulting fees are fixed and negotiated separately.

Percentage

$0 - $1,999,999: 1.00% annually $2,000,000 - $4,999,999: 0.85% annually $5,000,000 - $9,999,999: 0.75% annually $10,000,000 - $24,999,999: 0.65% annually $25,000,000 - $49,999,999: 0.50% annually $50,000,000+: 0.30% annually

Commissions

Certain financial professionals receive commissions for insurance product sales and brokerage services separately from advisory fees.

Project-based

Hourly financial planning fees may be charged based on complexity and services provided, negotiated per client agreement.

Other

Account minimum: $500,000 Fee-only: Financial planning fees generally range from $2,500 to $50,000 per engagement; fees are negotiable and may be fixed or hourly.

Main office location

QTR Family Wealth, LLC

605 Crescent Executive Court, Suite 104

Lake Mary FL 32746, United States

Number of offices

1

Most active in

Florida · Nebraska · New York · Texas

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Wesley H

Series 63, Series 66

Lake Mary, FL

QTR Family Wealth, LLC

Wesley Hunter is a financial advisor at QTR Family Wealth, LLC with 24 years of industry experience. He holds Series 63 and Series 66 designations and has worked at firms including Bank of America and Merrill Lynch. Outside of his advisory role, Hunter is co-owner and financial operator of Raft Integrations, LLC, a technology server installation company, and co-owner/CFO of Florida Site Services, a construction business. QTR Family Wealth, LLC serves high-net-worth individuals, families, trusts, estates, and small businesses, providing comprehensive wealth management, retirement plan advisory, and business consulting services. The firm manages approximately $582.8 million in discretionary client assets and typically acts as a manager-of-managers by implementing model portfolios and engaging third-party managers.

Options & derivatives strategies Tax-loss harvesting Wealth management Charitable giving & philanthropy Founder/Business Owner Retired
user avatar

Chad H

CFP®, Series 66

Lake Mary, FL

QTR Family Wealth, LLC

Chad Hunter is a CFP® professional with 18 years of industry experience, currently serving as a Private Wealth Advisor and owner at QTR Family Wealth, LLC. His career includes roles at Bank of America, Merrill Lynch, and several wealth management firms. Outside of financial advising, he consults for Rosterspot, Inc., a social media web application focused on athletic recruiting. QTR Family Wealth, LLC serves high-net-worth individuals, families, trusts, estates, and small businesses by providing comprehensive wealth management and business consulting services. The firm manages approximately $582.8 million in discretionary assets and employs a manager-of-managers approach, offering a range of financial planning, tax coordination, and philanthropic support services.

Options & derivatives strategies Tax-loss harvesting Wealth management Charitable giving & philanthropy Founder/Business Owner Retired
user avatar

Lisa M

Series 66

Lake Mary, FL

QTR Family Wealth, LLC

Lisa Malaspine is a financial advisor at QTR Family Wealth, LLC with 25 years of industry experience. She holds a Series 66 designation and has worked at firms including Merrill Lynch, Pierce, Fenner & Smith, Metric Financial, Inc., and Bison Wealth, LLC. QTR Family Wealth, LLC serves high-net-worth individuals, families, trusts, estates, and small businesses by providing comprehensive wealth management, portfolio management, retirement plan advisory, and business consulting services. The firm employs a manager-of-managers approach, utilizing model portfolios and third-party managers, and offers both discretionary and non-discretionary programs with services including financial and estate planning, tax coordination, trustee assistance, and philanthropic support.

Options & derivatives strategies Tax-loss harvesting Wealth management Charitable giving & philanthropy Founder/Business Owner Retired
user avatar

Charles K

CFP®, ChFC®, Series 63, Series 66

Lake Mary, FL

QTR Family Wealth, LLC

Charles Kunzelman is a CFP® and ChFC® with 24 years of experience in financial advisory roles. He is currently with QTR Family Wealth, LLC and previously worked at Schwab Private Client Investment Advisory, Inc., among other firms. Outside of his advisory role, he is a licensed life insurance agent and maintains property and casualty insurance licenses. QTR Family Wealth, LLC serves high-net-worth individuals, families, trusts, estates, and small businesses by providing comprehensive wealth management, portfolio management, retirement plan advisory, and business consulting services. The firm manages approximately $582.8 million in discretionary client assets and employs a manager-of-managers investment approach, including access to alternative strategies through pooled investment vehicles.

Options & derivatives strategies Tax-loss harvesting Wealth management Charitable giving & philanthropy Founder/Business Owner Retired
user avatar

John M

Series 65

Lake Mary, FL

QTR Family Wealth, LLC

John Murphy is a Series 65 licensed advisor with QTR Family Wealth, LLC, where he has worked since 2024. He has one year of industry experience and previously worked at Bison Wealth, LLC. Outside of his financial career, he was employed at Seminole Legacy Golf Club from 2021 to 2024. QTR Family Wealth, LLC serves high-net-worth individuals, families, trusts, estates, and small businesses by providing wealth management, portfolio management, retirement plan advisory, and business consulting services. The firm manages approximately $582.8 million in discretionary client assets and uses a manager-of-managers approach with model portfolios and third-party managers.

Options & derivatives strategies Tax-loss harvesting Wealth management Charitable giving & philanthropy Founder/Business Owner Retired
user avatar

William F

Series 63, Series 66

Lake Mary, FL

QTR Family Wealth, LLC

William Freeman is a financial advisor at QTR Family Wealth, LLC with six years of industry experience. He holds the Series 63 and Series 66 designations and has worked at firms including Merrill, Bank of America, and Metric Financial. QTR Family Wealth, LLC serves high-net-worth individuals, families, trusts, estates, and small businesses by providing comprehensive wealth management, portfolio management, retirement plan advisory, and business consulting services. The firm manages approximately $582.8 million in discretionary client assets across about 171 client relationships and employs a manager-of-managers approach with both discretionary and non-discretionary programs.

Options & derivatives strategies Tax-loss harvesting Wealth management Charitable giving & philanthropy Founder/Business Owner Retired
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