QTR Family Wealth

What QTR Family Wealth does

QTR Family Wealth is a privately held, SEC-registered investment advisory firm (RIA) headquartered in Lake Mary, Florida, serving high-net-worth individuals, families, and business owners in the Central Florida region. The firm offers three primary service lines: Advisory Services (financial planning, trust and estate planning, insurance, and credit/lending), Personal Wealth Management (investment management covering equities, fixed income, ETFs, private equity, private credit, real estate, hedge funds, and cash management via both discretionary and non-discretionary accounts), and Business Services (pre-sale preparation, business sale/acquisition guidance, succession planning, valuation, and corporate retirement solutions). The firm's underlying technology is limited to client portals that link to custodian platforms at Fidelity Investments and Charles Schwab, with no proprietary software product or AI capabilities disclosed; account custody and execution are entirely delegated to these institutional partners.

The firm was co-founded by brothers Wesley Hunter (Founder/Managing Partner) and Chad Hunter (CEO/Managing Partner), both veterans of Merrill Lynch, and operates as QTR Family Wealth, LLC under Florida jurisdiction. The team of approximately seven named professionals holds multiple advanced designations (CFP®, CIMA®, CWS®, ChFC®, CPFA®) and the firm brands its planning framework as the "Quality Time Remaining" (QTR) philosophy. Revenue is generated through asset-based advisory fees consistent with the standard RIA AUM model, with specific fee schedules disclosed in Form ADV and Form CRS. Client acquisition is relationship-driven and content-supported (Insights blog, YouTube channel, newsletter), supplemented by community involvement with Central Florida Boys & Girls Club and Habitat for Humanity. The firm has received Forbes/Shook Research recognition for Best-in-State Next-Generation Wealth Advisors in 2018, 2019, and 2022, and has no parent company, no funding rounds, and no disclosed acquisitions.

Name

QTR Family Wealth

Legal name

QTR Family Wealth, LLC

Website

https://qtrfamily.com

Company type

Private

Founded year

2006

Operating status

Operating

Headcount range

1–10 employees

Short description

QTR Family Wealth is a privately held, SEC-registered RIA in Lake Mary, Florida that provides wealth management, financial planning, and business advisory services to high-net-worth individuals, families, and business owners in the Central Florida region.

Ownership category

akta.pro rank

Product category

Wealth Management

NAICS

Portfolio Management and Investment Advice (523940), Trust, Fiduciary, and Custody Activities (523991)

SIC

Investment Advice (6282)

akta.pro primary industry

Family Office Services (Single & Multi-Family Office) (FSABADAF)

akta.pro secondary industries

Estate Planning, Trust Structuring & Governance (FSAAADAF), Personal & Family Trust Services (FSAAANAA), Family Office Investment Platforms & Direct Investing (PE/VC/Co-Invest) (FSAAADAH), Trust, Fiduciary & Estate Planning Services (FSABADAG)

Keywords

• Wealth management
• Investment advisory
• Financial planning
• Retirement planning
• Estate planning

Headquarters

HQ city

Lake Mary

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure

Revenue model

1. Investment Advisory Services: QTR Family Wealth operates as a SEC-registered investment advisor providing wealth management and advisory services. Revenue is generated through investment advisory fees, likely based on assets under management (AUM), consistent with typical RIA firm business models. The firm offers Form ADV and Form CRS disclosure documents, which detail fee structures for advisory services.

Pricing tiers

Go-to-market motion2 records

Distribution channels3 records

Marketing channels5 records

Core offering

QTR Family Wealth is a full-service SEC-registered investment advisory firm providing personalized wealth management and financial planning to individuals, families, and business owners. The firm delivers three core service lines: Advisory Services (financial planning, trust and estate planning, insurance, and credit/lending), Personal Wealth Management (investment management across equities, fixed income, ETFs, private equity, private credit, hedge funds, and 1031 exchanges), and Business Services (business sale preparation, succession planning, M&A guidance, and corporate cash management).

Product overview

QTR Family Wealth is a full-service wealth management advisory firm (not a software product company) that offers three primary service areas: Advisory Services (financial planning, trust and estate coordination, insurance solutions, and credit/lending services), Personal Wealth Management (investment management including private equity, hedge funds, direct indexing, equity/fixed income, and 1031 exchanges), and Business Services (pre-sale preparation, M&A guidance, succession planning, and corporate retirement solutions). The firm is registered with the SEC as an investment advisor and partners with Fidelity Investments and Charles Schwab as custodians.

Differentiator

Problem solved

Functional benefit

Products and services

• Advisory Services

Quantifiable outcome

• Assists clients in achieving financial independence through 'Work Optional' planning
• +1 more outcomes

Segments3 records

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature1 record

Partnerships

Four partnerships are on record, tiered core and minor.

• Fidelity InvestmentscoreTechnology or IntegrationFidelity Investments serves as a custodian partner for QTR Family Wealth client accounts. Clients access their accounts through Fidelity's digital platform. This partnership provides the infrastructure for account management and custody services.
• Charles SchwabcoreTechnology or IntegrationCharles Schwab serves as a custodian partner for QTR Family Wealth client accounts. Clients access their accounts through Schwab's client portal. This partnership provides additional account management and custody infrastructure.
• Central Florida Boys and Girls ClubminorOthersQTR Family Wealth partners with the Central Florida Boys and Girls Club through charitable donations and sponsorships. Managing Partners Chad and Wes Hunter are personally involved with the organization.
• Habitat for HumanityminorOthersQTR Family Wealth supports Habitat for Humanity through community involvement and charitable contributions. Chad Hunter is personally involved with this organization.

Scale indicators2 records

Recent moves6 records

Expansion highlights5 records

Direct peers

• Creative Planning: Large independent RIA serving HNW individuals, families, and business owners with comprehensive wealth, estate, and business transition planning — same client segments and service mix as QTR, but at much greater scale.
• Mercer Advisors: National independent RIA with comprehensive wealth, estate, tax, and business-owner transition services for HNW clients — a similar full-service model with broader geographic reach.
• Buckingham Strategic Wealth: Independent RIA focused on evidence-based wealth management, financial planning, and tax strategy for HNW individuals and families — comparable service mix and target segment.
• Carson Group: PE-backed RIA platform supporting independent advisors serving HNW clients with investment, retirement, and business-owner planning services — directly comparable in offering and target market, and an example of the consolidator dynamic QTR faces.
• Captrust: Independent RIA offering investment advisory, financial planning, and business-owner services including corporate retirement plans and executive benefits — directly comparable in target client and product breadth.
• Mariner Wealth Advisors: Independent RIA providing wealth advisory, tax, estate, and business-owner services to HNW clients — closely aligned with QTR's service portfolio and HNW/business-owner focus.
• Edelman Financial Engines: Large independent RIA providing wealth management, financial planning, and business services including 401(k) and employer plan solutions — directly comparable in service mix and HNW/business-owner segments.

Broad incumbents

• Goldman Sachs Personal Financial Management: Large incumbent wealth manager serving HNW individuals and families with comprehensive planning, investments, and credit solutions — competes for the same client wallet but as part of a much broader Goldman Sachs platform.
• Merrill Lynch Wealth Management: Wirehouse wealth manager serving HNW individuals, families, and business owners with planning, investments, and banking — directly competitive and the prior employer of both Hunter brothers.

Emerging players

• Facet Wealth: Tech-enabled RIA offering financial planning and investment management to HNW clients via a hybrid digital model — comparable in target client but differentiated by a digital-first delivery model rather than a local advisory relationship.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks6 records

Key highlights7 records

Customer concentration

• YouTubeyoutube.com/@QTRFamilyOffice-hi5mw
• LinkedInlinkedin.com/company/qtr-family-wealth

Revenue estimate

Valuation estimate

Number of profiles

Profiles7 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about QTR Family Wealth