# Joel Huet

> Joel Huet is a fee-only financial advisor at White Sand Wealth Management, LLC in Liberty, Missouri, who holds the CFP, CTFA and MBA credentials. Joel focuses on retirement planning, estate & legacy planning and tax planning. White Sand Wealth Management, LLC reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/joel-huet/
Built from public directory listings; last checked October 28, 2026.

## Facts

- **Firm:** White Sand Wealth Management, LLC
- **Based in:** Liberty, Missouri
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Fees (firm's website):** a $100,000 asset minimum
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $172.4M across 197 accounts
- **Credentials:** CFP, CTFA, MBA
- **Specialties:** Retirement planning, Estate & legacy planning, Tax planning, Small business owners
- **CRD:** 6096770 (https://adviserinfo.sec.gov/individual/summary/6096770)
- **SEC registration:** Investment adviser representative in KS, MO, TX
- **Firm size:** 7 employees
- **Disclosures:** None reported
- **Website:** https://wswm.net

## Frequently asked questions

### Is Joel Huet a fee-only financial advisor?

Yes. Joel Huet is listed in the NAPFA directory (NAPFA admits only fee-only advisors). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Joel's firm.

### How does Joel Huet charge for financial advice?

Joel's firm, White Sand Wealth Management, LLC, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### How much does Joel Huet charge?

According to White Sand Wealth Management, LLC's website, checked October 28, 2026: a $100,000 asset minimum.

### Where is Joel Huet based?

Joel Huet is based in Liberty, Missouri.

### What does Joel Huet specialize in?

Joel Huet's specialties include retirement planning, estate & legacy planning, tax planning and small business owners.

### What credentials does Joel Huet hold?

Joel Huet holds the CFP, CTFA and MBA credentials.

### Is Joel Huet registered with the SEC?

Yes. Joel Huet is registered as an investment adviser representative in KS, MO and TX (CRD 6096770), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.

### How much does White Sand Wealth Management, LLC manage?

White Sand Wealth Management, LLC reports $172.4M across 197 accounts in assets under management.

### How do I contact Joel Huet?

Through Joel Huet's website, wswm.net.

## Sources

- NAPFA directory listing (https://www.napfa.org/find-an-advisor/firm/45549): NAPFA admits only fee-only advisors
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 27, 2026
- The firm's website (https://wswm.net/): specialties, clients served, and fees, checked October 28, 2026

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