# Edward Yoon

> Edward Yoon is a fee-only financial advisor at MQ Private Wealth in Torrance, California, who holds the CFP credential. Edward focuses on estate & legacy planning, retirement planning and founders (pre-exit). MQ Private Wealth reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/edward-yoon/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** MQ Private Wealth
- **Based in:** Torrance, California
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Fees (firm's website):** typically works with clients with $1,000,000 or more
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $86.9M across 156 accounts
- **Credentials:** CFP
- **Specialties:** Estate & legacy planning, Retirement planning, Founders (pre-exit), Equity compensation, Family wealth transfer
- **Works with:** Executives, Multi-generational families, Retirees, Founders
- **CRD:** 6158445 (https://adviserinfo.sec.gov/individual/summary/6158445)
- **SEC registration:** Investment adviser representative in CA, TX
- **Exams passed:** Series 63 (2013), Series 66 (2016)
- **Firm size:** 1 employee
- **Disclosures:** None reported
- **Website:** https://www.mqprivatewealth.com

## Frequently asked questions

### Is Edward Yoon a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Edward holds no broker registration, and MQ Private Wealth reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Edward charge for financial advice?

Edward's firm, MQ Private Wealth, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### How much does Edward charge?

According to MQ Private Wealth's website, checked October 30, 2026: typically works with clients with $1,000,000 or more.

### Where is Edward Yoon based?

Edward Yoon is based in Torrance, California.

### What does Edward specialize in?

Edward's specialties include estate & legacy planning, retirement planning, founders (pre-exit), equity compensation and family wealth transfer. Edward works with executives, multi-generational families, retirees and founders.

### What credentials does Edward Yoon hold?

Edward Yoon holds the CFP credential.

### Is Edward Yoon registered with the SEC?

Yes. Edward Yoon is registered as an investment adviser representative in CA and TX (CRD 6158445), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does MQ Private Wealth manage?

MQ Private Wealth reports $86.9M across 156 accounts in assets under management.

### How do I contact Edward Yoon?

Through Edward's website, www.mqprivatewealth.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/6158445): the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://mqprivatewealth.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.