Quest 10 Wealth Builders, Inc.

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Client assets under management

$237,739,145

Clients

503

22% high-net worth

Advisors

of 8 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

168

Very High

Average account size

$472,642

About

Quest 10 Wealth Builders, Inc. provides discretionary portfolio management, financial planning, retirement plan consulting and educational seminars to individuals (including high‑net‑worth clients) and corporations and business entities. The firm reports approximately $237.7 million in discretionary assets under management and serves a mix of individual and employer‑sponsored retirement plan clients.

Q10WB typically obtains discretionary authority and uses a client suitability form that documents income, tax considerations and risk tolerance to tailor asset allocation and investment selection. Its investment process draws on charting, fundamental and technical analysis and employs long‑ and short‑term trading (including short sales); the firm may also engage third‑party money managers or co‑advisers and pays sub‑advisers from its advisory fees.

Statistically uncommon for similar supported firms, Q10WB operates six offices, sponsors/participates in a wrap fee program made available through AE Wealth, and offers community educational seminars and workshops at local community colleges and universities (attendance costs are described as not to exceed $29 per family). The firm is affiliated with a state‑licensed insurance agency, Complete Financial Solutions, Inc., and its representatives are licensed insurance agents who may receive commissions for insurance sales; Q10WB discloses and documents these relationships, reviews insurer suitability, and evaluates third‑party platforms and benefits as part of its conflict‑management processes.

Client services

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops

Expertise

Annuities

Fee options

Fixed

Financial planning fixed fees minimum $1,500.

Percentage

$25,000 - $250,000: 1.65% $250,000 - $750,000: 1.50% $750,000 - $1,000,000: 1.30% $1,000,000+: Negotiable

Commissions

Insurance products sold by representatives pay commissions; no commissions for sale of securities.

Project-based

Financial planning at $350/hour; consulting services at $250/hour.

Other

Account minimum: $25,000 Fee-only: Investment supervisory fees based on asset tiers; financial planning fees charged as fixed or hourly fees; consulting fees hourly; retirement plan consulting fees up to 1.00% annually.

Main office location

Quest 10 Wealth Builders, Inc.

7629 Purfoy Road, Suite 105

Fuquay Varina NC 27526, United States

Number of offices

Most active in

North Carolina · South Carolina · Texas · Virginia

Disclosures

Business activities & affiliations

Is active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Is not active or affiliated with:

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

Bank

They're affiliated with a bank that may offer its own financial products and services.

Trust company

They provide trust and estate administration services, typically for separate fees.

Fund sponsor

They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Lawyer

They provide legal services, typically billed separately.

Real estate agent

They facilitate real estate transactions and may earn commissions.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

Facebook Website 919-552-4286

Advisors at this firm

Valerie S

CFP®, Series 63, Series 65

Fuquay Varina, NC

Quest 10 Wealth Builders, Inc.

Valerie Seymour is a CFP® professional with 10 years of experience in the financial services industry. She is currently with Quest 10 Wealth Builders, Inc., where she has worked since 2012, and previously worked at Global Financial Private Capital, LLC from 2015 to 2017. Seymour holds Series 63 and Series 65 licenses and is also a licensed insurance agent for life, annuity, health, Medicare supplement, and long-term care products. Quest 10 Wealth Builders, Inc. serves individual and high-net-worth clients, corporations, and employer-sponsored retirement plans, providing portfolio management, financial planning, and retirement plan consulting. The firm employs a combination of fundamental, technical, and charting analysis and offers educational seminars at local colleges and universities.

Annuities

Andrew D

Series 66

Fuquay Varina, NC

Quest 10 Wealth Builders, Inc.

Andrew Davenport is a financial advisor with Quest 10 Wealth Builders, Inc., holding a Series 66 designation and eight years of industry experience. His prior roles include positions at Park Avenue Securities, Guardian Life Insurance Company, Equitable Advisors, and Axa Advisors. Outside of his advisory work, he also serves as an insurance broker for Guardian Life in Raleigh, North Carolina. Quest 10 Wealth Builders, Inc. serves individual and high-net-worth clients, corporations, and employer-sponsored retirement plans with portfolio management, financial planning, and retirement plan consulting. The firm conducts educational seminars at local colleges and universities and uses a combination of fundamental, technical, and charting analysis in managing client portfolios.

Annuities

Kenneth S

ChFC®, Series 63

Fuquay Varina, NC

Quest 10 Wealth Builders, Inc.

Kenneth Stephenson is a financial advisor with Quest 10 Wealth Builders, Inc., holding the ChFC® and Series 63 designations and bringing 18 years of industry experience. He has worked at Global Financial Private Capital and Q3 Asset Management Corp. and has been with Quest 10 Wealth Builders, Inc. since 2010. Outside of advisory services, he owns and operates Willow Springs Turf, LLC, a sod farm in North Carolina. Quest 10 Wealth Builders, Inc. serves individual and high-net-worth clients, corporations, and employer-sponsored retirement plans, providing portfolio management, financial planning, and retirement plan consulting. The firm employs a mix of fundamental, technical, and charting analysis across various strategies and offers educational seminars at local colleges and universities.

Annuities

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