Be advised. This firm is no longer registered.

Wealthquest Financial Services, LLC

Wealthquest Financial Services, LLC (CRD# 116749) is a financial advisory firm headquartered in Norfolk, VA. They manage $466,724,094 in 1,036 accounts and serve the financial needs of clients across 7 states (or territories).

Current Firm Details
150 W. Main Street, Suite 1860, Norfolk, VA 23510
http://www.wealthquestllc.com
By the Numbers
  • Total Assets Under Management
    467
    MILLION
  • Total Number of Accounts
    1,036
    ACCOUNTS
  • Average Account Value
    $450,506
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, FL, LA, MD, NC, NY, VA

Financial Advisors at Wealthquest Financial Services, LLC
No Advisor Found.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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