Joel Huet
White Sand Wealth Management, LLC · Liberty, Missouri
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.
- $172M
- Firm assets managed
- $875,000
- Firm's average account
What Joel focuses on
How does Joel's firm compare?
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White Sand Wealth Management, LLC's average account is about $875,000, from its Form ADV (assets managed divided by 197 accounts).
Questions about Joel
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
The full record
| 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 |
| Assets under management | $172.4M across 197 accounts |
| Credentials | CFP · CTFA · MBA |
| SEC registration | Investment adviser representative in KS, MO, TX · CRD 6096770 |
| Firm size | 7 employees |
| Disclosures | None reported |
| Website | wswm.net |
| Profile |
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Other fee-only advisors in Liberty
Other advisors in Missouri who focus on retirement planning
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- White Sand Wealth Management, LLC website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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