Joel Huet, CFP®, CTFA White Sand Wealth Management

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About Joel Huet, CFP®, CTFA, CISP

Joel graduated from Fort Hays State University (1986) with his BBA. He later obtained his MBA from the University of Missouri- Kansas City (1992). Joel is also a graduate of the Cannon Trust School, Pepperdine University and the College for Financial Planning, Denver, Colorado. In addition to his CFP®, Joel also has his Certified Trust and Financial Advisor(CTFA) and Certified IRA Professional (CISP) designations.

Prior to founding White Sand Wealth Management, Joel was the Trust Market Manager for Mobank. He has also held positions as the Division Manager for the Wealth Management Group at Blue Ridge Bank and as the Director of Sales for the Commerce Trust Company.

Joel is a member of the Children’s Mercy Hospital Planned Giving Council and Big Brothers Big Sisters of Greater Kansas City Corporate Club. He is also the former Chairman of the Missouri Bankers Association Trust Services Committee and Vice Chairman of Hillcrest Transitional Housing of Clay County. Joel is a current member of the Financial Planning Association (FPA) and the National Association of Personal Financial Advisors (NAPFA).

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Disclosure

The annual XYPN membership fee paid by this firm is in consideration of a variety of services and benefits provided by XYPN to its advisor members - including the ability to be listed in this Directory. For a complete description of current XYPN member benefits, please refer to the Membership Benefits section of this website. For current membership pricing, please refer to the Pricing section.

XYPN, due to the compensation it receives from advisors in the form of the annual membership fee, has an incentive to list only these such advisors in the Directory. This creates a material conflict of interest.

Ideal Clients

  • Baby Boomers
  • Business Executives
  • Estate Planning
  • Retirement Planning

Ways Advisor Charges

  • Monthly Fee
  • Assets Under Management

Fee Options

  • Monthly Fee: $250/mo
  • AUM: 1.0%

SEC Records

Disclosure

The annual XYPN membership fee paid by this firm is in consideration of a variety of services and benefits provided by XYPN to its advisor members - including the ability to be listed in this Directory. For a complete description of current XYPN member benefits, please refer to the Membership Benefits section of this website. For current membership pricing, please refer to the Pricing section.

XYPN, due to the compensation it receives from advisors in the form of the annual membership fee, has an incentive to list only these such advisors in the Directory. This creates a material conflict of interest.

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