GuidedQuest, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$0
Total clients
247
0% high-net worth
Total advisors
2
of 4 employees
Firm size
Supported
1-3 advisors, or $200M+ in AUM
Average clients per advisor
124
Average account size
$0
Client services
Fee options
Comprehensive Financial Planning fixed fees ranging from $500 to $4,000
Not applicable to GuidedQuest directly; fees charged by TPAs vary and are disclosed in TPA agreements
Insurance products commissions paid to advisory persons separately from advisory fees
Hourly Financial Consultation at $250 per hour
Account minimum: $250,000 Fee-only: Comprehensive Financial Planning fixed fee $500 to $4,000 based on complexity; Hourly Financial Consultation at $250 per hour
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Main office location
GuidedQuest, LLC
Stafford VA, United States
Number of offices
1
Forms ADV
Quick links
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