Directory of Professional Retirement Planners
National Coverage
Local Professionals
Home > Retirement Planners > ohio > cincinnati > WEALTHQUEST CORPORATION
WEALTHQUEST CORPORATION
50 E-Business Way
Suite 120
Cincinnati, Ohio 45241
Tel: 513-530-9700
About WEALTHQUEST CORPORATION
WEALTHQUEST CORPORATION, formally registered with the SEC as WEALTHQUEST CORPORATION. The firm was established in 08/17/2006. They have over 2 offices throughout the country.
WEALTHQUEST CORPORATION is a Cincinnati, Ohio based Financial Planning firm with nearly $1,793,071,169 assets under management, offering retirement planning & investment advisory services to 4864 clients. The firm is staffed with 38 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 141473 |
| SEC# | 801-67079 |
| Assets Managed by Firm | $1,793,071,169 |
| No. of Clients | 4864 |
| No. of Advisors | 38 |
Fee Structure
- A percentage of AUM
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pesnsion consulting services
- Other (TAX RETURN PREP)
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 4864 | $1,793,071,169 |
| Individuals (other than high net worth individuals) | 1073 | $399,622,158 |
| High net worth individuals | 448 | $1,341,753,381 |
| Pension and profit sharing plans | 29 | $40,264,932 |
| Charitable organizations | 2 | $11,430,698 |
More Retirement Planning firms in Cincinnati, Ohio:
| Firm Name | Assets Under Management | Total Clients | Total Advisors |
|---|
Explore More Retirement Advisors in Cincinnati, Ohio