# Lisa Heerwagen

> Lisa Heerwagen is a fee-only financial advisor at QP Wealth Management in Summerland Key, Florida. Lisa focuses on equity compensation and family wealth transfer. QP Wealth Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

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

## Facts

- **Firm:** QP Wealth Management
- **Based in:** Summerland Key, Florida
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $405.0M across 715 accounts
- **Specialties:** Equity compensation, Family wealth transfer
- **Works with:** Founders, Executives, Multi-generational families, High earners
- **CRD:** 1288948 (https://adviserinfo.sec.gov/individual/summary/1288948)
- **SEC registration:** Investment adviser representative in FL, NJ
- **Exams passed:** Series 66 (2006)
- **Firm size:** 7 employees
- **Disclosures:** None reported
- **Website:** https://www.qpwealthmanagement.com

## Frequently asked questions

### Is Lisa Heerwagen a fee-only financial advisor?

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

### How does Lisa charge for financial advice?

Lisa's firm, QP Wealth Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Lisa Heerwagen based?

Lisa Heerwagen is based in Summerland Key, Florida.

### What does Lisa specialize in?

Lisa's specialties include equity compensation and family wealth transfer. Lisa works with founders, executives, multi-generational families and high earners.

### Is Lisa Heerwagen registered with the SEC?

Yes. Lisa Heerwagen is registered as an investment adviser representative in FL and NJ (CRD 1288948), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does QP Wealth Management manage?

QP Wealth Management reports $405.0M across 715 accounts in assets under management.

### How do I contact Lisa Heerwagen?

Through Lisa's website, www.qpwealthmanagement.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/1288948): 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://qpwealthmanagement.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.