Wealth Quest, Ltd.
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$0
Total clients
25
0% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
25
Average account size
$0
About
WealthQuest, LTD provides fee-only financial planning to individual and business clients, with many clients originating from an affiliated certified public accounting practice. Services concentrate on personalized retirement and investment planning — including 401(k), 403(b), IRA work and asset-allocation plans using no-load mutual funds — rather than selling commission-based products.
The firm delivers advice on an hourly, planning-focused basis and does not act as a discretionary portfolio manager or execute trades for clients. Recommendations are shaped around each client’s risk tolerance and objectives, and the firm assists with opening or rolling over brokerage and mutual fund accounts while clients maintain custody and place transactions through their chosen brokers.
What distinguishes WealthQuest from many independent advisors is its close affiliation with an accounting firm and the principal’s dual role as a CPA and CFP with active tax-practice responsibilities, which integrates tax considerations into financial planning. The firm also departs from common AUM-based models: it does not use percentage-of-assets fees, does not custody client funds, and does not provide routine periodic account reviews as a standard service.
Client services
Financial planning
Expertise
General retirement planning
Fee options
Between $100.00 to $150.00 per hour
Fee-only: Hourly rate between $100.00 to $150.00 per hour
Main office location
Wealth Quest, Ltd.
815 East Arch St.
Palmyra PA 17078, United States
Number of offices
1
Most active in
Wealth Quest, Ltd. has reported serving >5 clients in these states in the last 12 months.
Pennsylvania
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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