Edward Yoon
MQ Private Wealth · Torrance, California
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.
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Specialties
Who they serve
- Executives
- Multi-generational families
- Retirees
- Founders
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 |
| Assets under management | $86.9M across 156 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CA, TX · CRD 6158445 |
| Exams passed | Series 63 (2013) · Series 66 (2016) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.mqprivatewealth.com |
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Questions about Edward
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : 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
- MQ Private Wealth website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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