Lisa Heerwagen
QP Wealth Management · Summerland Key, Florida
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.
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Specialties
Who they serve
- Founders
- Executives
- Multi-generational families
- High earners
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 | $405.0M across 715 accounts |
| SEC registration | Investment adviser representative in FL, NJ · CRD 1288948 |
| Exams passed | Series 66 (2006) |
| Firm size | 7 employees |
| Disclosures | None reported |
| Website | www.qpwealthmanagement.com |
| Profile |
How Lisa's firm compares
- QP Wealth Management's average account is about $566,000, from its Form ADV (assets managed divided by 715 accounts).
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Questions about Lisa
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.
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
- QP Wealth Management 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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